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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 | $66,465 | $77,449-14.2% | $69,483-4.3% | $152,909-56.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.21% | 39.09%-19.9pp | 28.99%-9.8pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,167 | $4,415-73.6% | $3,537-67.0% | $5,851-80.1% |
| Admin fee / account holder | $13,041 | $6,210+110.0% | $3,841+239.5% | $11,601+12.4% |