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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 | $44,891 | $81,643-45.0% | $70,462-36.3% | $158,950-71.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.27% | 208.51%-195.2pp | 109.08%-95.8pp | 302.91%-289.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,857 | $4,555+182.3% | $3,710+246.6% | $5,983+114.9% |
| Admin fee / account holder | $1,735 | $6,194-72.0% | $3,845-54.9% | $11,248-84.6% |