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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 | $48,360 | $111,878-56.8% | $93,727-48.4% | $145,897-66.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.14% | 204.28%-188.1pp | 133.83%-117.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,538 | $3,092-50.2% | $2,421-36.5% | $4,663-67.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,288 | $10,256-38.7% | $8,292-24.2% | $13,390-53.0% |