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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 | $58,182 | $107,368-45.8% | $92,915-37.4% | $152,909-62.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.68% | 145.64%-130.0pp | 109.45%-93.8pp | 345.46%-329.8pp |
| Employer contribution / active EE | $2,250 | $4,222-46.7% | $3,653-38.4% | $4,764-52.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,645 | $7,082+78.5% | $5,796+118.2% | $11,601+9.0% |