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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 | $81,431 | $227,633-64.2% | $189,597-57.1% | $167,553-51.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 36.07% | 78.45%-42.4pp | 64.20%-28.1pp | 478.89%-442.8pp |
| Employer contribution / active EE | $3,313 | $5,317-37.7% | $4,412-24.9% | $4,840-31.5% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $688 | $11,879-94.2% | $9,807-93.0% | $12,316-94.4% |