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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 | $41,676 | $88,815-53.1% | $81,882-49.1% | $145,897-71.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.38% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,163 | $3,086-29.9% | $2,916-25.8% | $4,663-53.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,901 | $8,434+218.9% | $7,360+265.5% | $13,390+100.9% |