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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 | $73,379 | $73,518-0.2% | $63,005+16.5% | $147,585-50.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.33% | 175.46%-165.1pp | 87.59%-77.3pp | 578.58%-568.2pp |
| Employer contribution / active EE | $1,493 | $3,322-55.1% | $2,760-45.9% | $4,876-69.4% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,360 | $5,952+6.9% | $3,599+76.7% | $10,886-41.6% |