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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 | $40,237 | $77,416-48.0% | $69,464-42.1% | $152,897-73.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.20% | 39.08%-17.9pp | 28.98%-7.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $5,408 | $3,315+63.2% | $2,779+94.6% | $4,764+13.5% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,739 | $6,208-72.0% | $3,840-54.7% | $11,599-85.0% |