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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 | $81,337 | $56,431+44.1% | $130,788-37.8% | $87,485-7.0% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 14.65% | 91.27%-76.6pp | 386.44%-371.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,975 | $2,749+80.9% | $4,137+20.2% | $4,274+16.4% |
| Admin fee / account holder | $6,747 | $4,433+52.2% | $6,673+1.1% | $7,775-13.2% |