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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 | $56,552 | $88,778-36.3% | $81,844-30.9% | $145,884-61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.27% | 1033.03%-1019.8pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,759 | $4,648-40.7% | $4,323-36.2% | $6,690-58.8% |
| Admin fee / account holder | $29,098 | $8,430+245.2% | $7,355+295.6% | $13,392+117.3% |