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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 | $75,154 | $124,346-39.6% | $111,308-32.5% | $167,536-55.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.03% | 37.45%-23.4pp | 54.67%-40.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,250 | $3,437-63.6% | $2,732-54.2% | $4,839-74.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,501 | $10,621-85.9% | $7,965-81.2% | $12,315-87.8% |