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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 | $102,978-64.9% | $90,287-60.0% | $152,870-76.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.30% | 95.17%-81.9pp | 78.10%-64.8pp | 345.34%-332.0pp |
| Employer contribution / active EE | $2,695 | $3,139-14.2% | $2,855-5.6% | $4,763-43.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,535 | $6,171-58.9% | $5,351-52.6% | $11,597-78.1% |