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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 | $58,079 | $104,937-44.7% | $84,628-31.4% | $152,897-62.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.55% | 373.88%-353.3pp | 258.80%-238.2pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,131 | $4,690+30.7% | $3,900+57.2% | $5,851+4.8% |
| Admin fee / account holder | $5,854 | $6,243-6.2% | $4,914+19.1% | $11,599-49.5% |