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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 | $50,711 | $99,652-49.1% | $78,778-35.6% | $147,586-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.15% | 47.28%-38.1pp | 35.62%-26.5pp | 578.59%-569.4pp |
| Employer contribution / active EE | $2,609 | $2,796-6.7% | $1,986+31.4% | $4,876-46.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,190 | $7,155-69.4% | $5,134-57.3% | $10,886-79.9% |