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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 | $50,086 | $47,479+5.5% | $62,929-20.4% | $82,448-39.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.31% | 20.34%-8.0pp | 1063.93%-1051.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,156 | $1,885+67.4% | $2,505+26.0% | $2,551+23.7% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,655 | $3,804-56.5% | $5,065-67.3% | $7,234-77.1% |