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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 | $41,859 | $96,691-56.7% | $86,656-51.7% | $139,487-70.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.22% | 106.87%-90.7pp | 593.09%-576.9pp | 373.84%-357.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,869 | $4,838+0.7% | $4,439+9.7% | $6,713-27.5% |
| Admin fee / account holder | $4,825 | $6,414-24.8% | $5,619-14.1% | $11,407-57.7% |