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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 | $68,940 | $98,766-30.2% | $149,730-54.0% | $79,852-13.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 42.86% | 27.43%+15.4pp | 276.70%-233.8pp | 31.72%+11.1pp |
| Employer contribution / active EE | $1,649 | $3,217-48.7% | $4,645-64.5% | $2,471-33.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,319 | $6,052-78.2% | $9,310-85.8% | $5,306-75.1% |