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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 | $29,340 | $103,038-71.5% | $90,324-67.5% | $152,909-80.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.15% | 95.25%-73.1pp | 78.15%-56.0pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $849 | $4,282-80.2% | $3,885-78.1% | $5,851-85.5% |
| Admin fee / account holder | $1,096 | $6,177-82.3% | $5,356-79.5% | $11,601-90.6% |