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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 | $26,695 | $115,814-76.9% | $101,275-73.6% | $158,982-83.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 53.14% | 56.16%-3.0pp | 46.48%+6.7pp | 302.99%-249.9pp |
| Employer contribution / active EE | $2,813 | $4,176-32.6% | $3,660-23.2% | $4,763-40.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,244 | $7,249+96.5% | $5,948+139.5% | $11,252+26.6% |