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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 | $60,017 | $47,479+26.4% | $62,929-4.6% | $82,448-27.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.19% | 20.34%-4.2pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,691 | $2,870-41.1% | $3,888-56.5% | $4,139-59.1% |
| Admin fee / account holder | $4,366 | $3,804+14.8% | $5,065-13.8% | $7,234-39.7% |