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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 | $101,618-45.4% | $93,063-40.3% | $137,256-59.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.54% | 223.95%-206.4pp | 34.15%-16.6pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,117 | $2,707-58.7% | $2,476-54.9% | $4,156-73.1% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $628 | $6,198-89.9% | $6,033-89.6% | $12,270-94.9% |