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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 | $93,683 | $166,089-43.6% | $164,928-43.2% | $145,978-35.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.33% | 100.26%-85.9pp | 70.08%-55.8pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,473 | $5,276-53.1% | $4,343-43.1% | $4,662-47.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $381 | $16,641-97.7% | $12,684-97.0% | $13,400-97.2% |