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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 | $77,447 | $100,139-22.7% | $85,187-9.1% | $145,884-46.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 84.15%-74.5pp | 66.67%-57.0pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,023 | $5,296+240.3% | $4,525+298.3% | $6,690+169.4% |
| Admin fee / account holder | $671 | $7,262-90.8% | $6,162-89.1% | $13,392-95.0% |