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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 | $36,144 | $103,038-64.9% | $90,324-60.0% | $152,909-76.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.30% | 95.25%-81.9pp | 78.15%-64.8pp | 345.46%-332.2pp |
| Employer contribution / active EE | $2,695 | $3,141-14.2% | $2,856-5.6% | $4,764-43.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,535 | $6,177-59.0% | $5,356-52.7% | $11,601-78.1% |