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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 | $53,761 | $100,060-46.3% | $149,721-64.1% | $70,126-23.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.17% | 27.46%-11.3pp | 1501.67%-1485.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $4,214 | $3,661+15.1% | $5,444-22.6% | $2,343+79.9% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,688 | $8,285-67.6% | $11,282-76.2% | $4,645-42.1% |