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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 | $36,731 | $109,411-66.4% | $89,435-58.9% | $158,982-76.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.59% | 345.68%-334.1pp | 245.55%-234.0pp | 302.99%-291.4pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,000 | $4,600-56.5% | $3,890-48.6% | $5,983-66.6% |
| Admin fee / account holder | $5,930 | $6,159-3.7% | $4,884+21.4% | $11,252-47.3% |