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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 | $76,368-55.7% | $67,681-50.0% | $154,746-78.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.85% | 1066.77%-1053.9pp | 590.58%-577.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,575 | $4,824-67.3% | $3,976-60.4% | $6,730-76.6% |
| Admin fee / account holder | $1,021 | $8,559-88.1% | $6,100-83.3% | $14,365-92.9% |