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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 | $38,744 | $226,046-82.9% | $182,508-78.8% | $152,870-74.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.79% | 192.52%-179.7pp | 148.54%-135.8pp | 345.34%-332.6pp |
| Employer contribution / active EE | $1,156 | $4,977-76.8% | $4,075-71.6% | $4,763-75.7% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $866 | $10,704-91.9% | $8,592-89.9% | $11,597-92.5% |