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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 | $62,616 | $76,368-18.0% | $67,681-7.5% | $154,746-59.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.01% | 1066.77%-1054.8pp | 590.58%-578.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,982 | $3,151-5.4% | $2,678+11.4% | $4,379-31.9% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,207 | $8,559+147.8% | $6,100+247.7% | $14,365+47.6% |