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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 | $53,973 | $176,402-69.4% | $134,162-59.8% | $158,982-66.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.46% | 63.66%-44.2pp | 36.35%-16.9pp | 302.99%-283.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,874 | $4,093-54.2% | $3,500-46.4% | $5,983-68.7% |
| Admin fee / account holder | $388 | $8,719-95.6% | $6,685-94.2% | $11,252-96.6% |