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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 | $83,791 | $112,933-25.8% | $90,970-7.9% | $158,982-47.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.88% | 215.82%-209.9pp | 134.60%-128.7pp | 302.99%-297.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,871 | $4,128-54.7% | $3,373-44.5% | $5,983-68.7% |
| Admin fee / account holder | $4,861 | $8,047-39.6% | $5,961-18.4% | $11,252-56.8% |