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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 | $31,359 | $103,008-69.6% | $90,304-65.3% | $152,897-79.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.35% | 95.22%-74.9pp | 78.13%-57.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,459 | $4,281-19.2% | $3,885-11.0% | $5,851-40.9% |
| Admin fee / account holder | $1,222 | $6,175-80.2% | $5,354-77.2% | $11,599-89.5% |