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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 | $54,885 | $150,346-63.5% | $120,524-54.5% | $145,877-62.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.97% | 154.40%-136.4pp | 107.36%-89.4pp | 551.28%-533.3pp |
| Employer contribution / active EE | $4,149 | $4,353-4.7% | $3,469+19.6% | $4,663-11.0% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $513 | $12,215-95.8% | $9,440-94.6% | $13,402-96.2% |