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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 | $55,544 | $118,708-53.2% | $98,920-43.9% | $158,982-65.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.69% | 372.49%-361.8pp | 196.47%-185.8pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,936 | $3,334-11.9% | $2,689+9.2% | $4,763-38.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $827 | $10,134-91.8% | $6,643-87.5% | $11,252-92.6% |