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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 | $45,679 | $183,516-75.1% | $155,534-70.6% | $145,884-68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.46% | 61.43%-43.0pp | 64.92%-46.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $1,613 | $5,315-69.7% | $4,675-65.5% | $4,662-65.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,409 | $19,293-51.2% | $15,900-40.8% | $13,392-29.7% |