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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 | $61,697 | $121,701-49.3% | $104,639-41.0% | $158,982-61.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.58% | 465.72%-453.1pp | 340.67%-328.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,316 | $3,165-58.4% | $2,682-50.9% | $4,763-72.4% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,392 | $7,778-82.1% | $6,465-78.5% | $11,252-87.6% |