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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 | $27,629 | $84,708-67.4% | $75,714-63.5% | $167,536-83.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.48% | 199.62%-188.1pp | 104.62%-93.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,858 | $4,577+6.1% | $3,820+27.2% | $6,342-23.4% |
| Admin fee / account holder | $1,284 | $5,358-76.0% | $3,619-64.5% | $12,315-89.6% |