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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 | $40,903 | $107,353-61.9% | $92,903-56.0% | $152,885-73.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.42% | 145.62%-133.2pp | 109.43%-97.0pp | 345.39%-333.0pp |
| Employer contribution / active EE | $1,429 | $4,222-66.2% | $3,653-60.9% | $4,763-70.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $398 | $7,081-94.4% | $5,795-93.1% | $11,598-96.6% |