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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 | $38,343 | $99,652-61.5% | $78,778-51.3% | $147,585-74.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.85% | 47.28%-33.4pp | 35.62%-21.8pp | 578.57%-564.7pp |
| Employer contribution / active EE | $1,063 | $2,796-62.0% | $1,986-46.5% | $4,876-78.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,894 | $7,155-73.5% | $5,134-63.1% | $10,885-82.6% |