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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 | $126,113-56.0% | $116,096-52.2% | $155,188-64.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.54% | 391.72%-374.2pp | 326.25%-308.7pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,117 | $2,672-58.2% | $2,503-55.4% | $4,248-73.7% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $628 | $8,045-92.2% | $7,704-91.8% | $14,480-95.7% |