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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 | $53,745 | $73,518-26.9% | $63,003-14.7% | $147,585-63.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.63% | 175.46%-156.8pp | 87.59%-69.0pp | 578.57%-559.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,215 | $4,183-70.9% | $3,329-63.5% | $5,439-77.7% |
| Admin fee / account holder | $815 | $5,952-86.3% | $3,600-77.4% | $10,885-92.5% |