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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 | $29,057 | $226,105-87.1% | $182,540-84.1% | $152,897-81.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 8.17% | 192.58%-184.4pp | 148.58%-140.4pp | 345.43%-337.3pp |
| Employer contribution / active EE | $1,923 | $4,978-61.4% | $4,076-52.8% | $4,764-59.6% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,387 | $10,706-59.0% | $8,593-48.9% | $11,599-62.2% |