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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,282 | $105,210-62.7% | $159,487-75.4% | $85,851-54.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.38% | 45.08%-28.7pp | 263.71%-247.3pp | 318.63%-302.3pp |
| Employer contribution / active EE | $2,989 | $3,319-10.0% | $4,831-38.1% | $2,565+16.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,415 | $6,934-79.6% | $10,804-86.9% | $6,261-77.4% |