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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 | $31,542 | $152,619-79.3% | $125,195-74.8% | $152,909-79.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.99% | 54.85%-37.9pp | 43.79%-26.8pp | 345.46%-328.5pp |
| Employer contribution / active EE | $7,913 | $4,947+59.9% | $3,866+104.7% | $4,764+66.1% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $302 | $13,437-97.8% | $9,704-96.9% | $11,601-97.4% |