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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 | $46,709 | $103,038-54.7% | $90,324-48.3% | $152,909-69.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.85% | 95.25%-80.4pp | 78.15%-63.3pp | 345.46%-330.6pp |
| Employer contribution / active EE | $2,519 | $3,141-19.8% | $2,856-11.8% | $4,764-47.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,456 | $6,177-76.4% | $5,356-72.8% | $11,601-87.4% |