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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 | $42,437 | $149,679-71.6% | $117,039-63.7% | $147,586-71.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 8.57% | 19.31%-10.7pp | 18.95%-10.4pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,689 | $4,937-65.8% | $3,785-55.4% | $4,876-65.4% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $772 | $7,856-90.2% | $5,974-87.1% | $10,886-92.9% |