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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 | $34,638 | $118,708-70.8% | $98,920-65.0% | $158,982-78.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.74% | 372.49%-364.7pp | 196.47%-188.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,935 | $5,089-3.0% | $4,245+16.3% | $5,983-17.5% |
| Admin fee / account holder | $2,786 | $10,134-72.5% | $6,643-58.1% | $11,252-75.2% |