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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 | $37,542 | $81,696-54.0% | $70,494-46.7% | $158,982-76.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.20% | 208.70%-195.5pp | 109.16%-96.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,631 | $4,558-42.3% | $3,711-29.1% | $5,983-56.0% |
| Admin fee / account holder | $1,539 | $6,200-75.2% | $3,848-60.0% | $11,252-86.3% |