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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 | $29,917 | $107,368-72.1% | $92,915-67.8% | $152,909-80.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.69% | 145.64%-129.0pp | 109.45%-92.8pp | 345.46%-328.8pp |
| Employer contribution / active EE | $3,573 | $4,222-15.4% | $3,653-2.2% | $4,764-25.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $798 | $7,082-88.7% | $5,796-86.2% | $11,601-93.1% |