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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 | $47,540 | $78,682-39.6% | $109,188-56.5% | $85,851-44.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 61.51% | 25.09%+36.4pp | 25.76%+35.8pp | 318.63%-257.1pp |
| Employer contribution / active EE | $1,754 | $2,734-35.8% | $3,723-52.9% | $2,565-31.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $536 | $5,470-90.2% | $6,755-92.1% | $6,261-91.4% |