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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 | $57,093 | $73,546-22.4% | $63,018-9.4% | $147,586-61.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.85% | 175.56%-160.7pp | 87.62%-72.8pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,657 | $3,324-20.1% | $2,761-3.8% | $4,876-45.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $948 | $5,956-84.1% | $3,601-73.7% | $10,886-91.3% |