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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 | $55,520 | $125,778-55.9% | $114,563-51.5% | $154,746-64.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.54% | 295.14%-277.6pp | 241.09%-223.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,117 | $2,806-60.2% | $2,592-56.9% | $4,379-74.5% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $628 | $8,190-92.3% | $7,623-91.8% | $14,365-95.6% |