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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 | $17,672 | $225,673-92.2% | $203,872-91.3% | $155,188-88.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.31% | 95.91%-76.6pp | 85.11%-65.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,388 | $4,099-41.7% | $3,757-36.4% | $4,248-43.8% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $611 | $12,327-95.0% | $11,730-94.8% | $14,480-95.8% |