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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 | $71,805 | $211,239-66.0% | $178,528-59.8% | $145,877-50.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.61% | 30.22%-14.6pp | 27.11%-11.5pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,949 | $4,570-35.5% | $3,950-25.4% | $4,663-36.8% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $608 | $12,095-95.0% | $10,419-94.2% | $13,402-95.5% |