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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 | $50,466 | $93,617-46.1% | $135,982-62.9% | $75,177-32.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 88.46% | 30.89%+57.6pp | 68.32%+20.1pp | 160.75%-72.3pp |
| Employer contribution / active EE | $836 | $3,538-76.4% | $4,859-82.8% | $2,671-68.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $335 | $6,980-95.2% | $10,767-96.9% | $5,651-94.1% |