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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 | $96,504 | $121,701-20.7% | $104,639-7.8% | $158,982-39.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.43% | 465.72%-459.3pp | 340.67%-334.2pp | 302.99%-296.6pp |
| Employer contribution / active EE | $1,300 | $3,165-58.9% | $2,682-51.5% | $4,763-72.7% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,827 | $7,778-50.8% | $6,465-40.8% | $11,252-66.0% |