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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 | $61,167 | $65,434-6.5% | $98,483-37.9% | $85,847-28.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.80% | 21.75%-7.0pp | 1494.38%-1479.6pp | 318.61%-303.8pp |
| Employer contribution / active EE | $5,056 | $2,169+133.1% | $2,961+70.8% | $2,565+97.1% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,497 | $4,595-45.7% | $5,953-58.1% | $6,261-60.1% |