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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 | $40,391 | $106,923-62.2% | $84,023-51.9% | $152,909-73.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 12.59% | 105.02%-92.4pp | 71.32%-58.7pp | 345.46%-332.9pp |
| Employer contribution / active EE | $1,111 | $2,735-59.4% | $1,984-44.0% | $4,764-76.7% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $426 | $8,289-94.9% | $6,102-93.0% | $11,601-96.3% |