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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 | $72,216 | $152,612-52.7% | $125,192-42.3% | $152,897-52.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 31.34% | 54.85%-23.5pp | 43.79%-12.5pp | 345.43%-314.1pp |
| Employer contribution / active EE | $7,078 | $4,947+43.1% | $3,866+83.1% | $4,764+48.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $778 | $13,437-94.2% | $9,704-92.0% | $11,599-93.3% |