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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 | $10,001 | $103,038-90.3% | $90,324-88.9% | $152,909-93.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 41.04% | 95.25%-54.2pp | 78.15%-37.1pp | 345.46%-304.4pp |
| Employer contribution / active EE | $3,101 | $3,141-1.3% | $2,856+8.6% | $4,764-34.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,816 | $6,177-70.6% | $5,356-66.1% | $11,601-84.3% |