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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 | $35,711 | $117,444-69.6% | $99,479-64.1% | $152,909-76.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.16% | 31.87%-13.7pp | 30.72%-12.6pp | 345.46%-327.3pp |
| Employer contribution / active EE | $1,429 | $3,014-52.6% | $2,540-43.8% | $4,764-70.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,742 | $7,635-77.2% | $6,253-72.1% | $11,601-85.0% |