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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 | $51,557 | $60,139-14.3% | $90,461-43.0% | $79,856-35.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.38% | 71.96%-54.6pp | 1294.76%-1277.4pp | 31.71%-14.3pp |
| Employer contribution / active EE | $5,174 | $2,069+150.1% | $3,264+58.5% | $2,471+109.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,302 | $3,978-67.3% | $5,617-76.8% | $5,306-75.5% |