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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 | $57,530 | $96,691-40.5% | $86,656-33.6% | $139,487-58.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.76% | 106.87%-86.1pp | 593.09%-572.3pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,021 | $3,267-38.1% | $3,025-33.2% | $4,755-57.5% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,160 | $6,414-66.3% | $5,619-61.5% | $11,407-81.1% |