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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 | $33,865 | $68,097-50.3% | $62,929-46.2% | $137,256-75.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.85% | 1859.11%-1846.3pp | 1063.93%-1051.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,575 | $4,553-65.4% | $3,888-59.5% | $6,407-75.4% |
| Admin fee / account holder | $1,021 | $6,521-84.4% | $5,065-79.8% | $12,270-91.7% |