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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 | $74,581 | $112,131-33.5% | $95,964-22.3% | $158,982-53.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.47% | 171.19%-155.7pp | 91.64%-76.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,401 | $4,784-49.8% | $4,167-42.4% | $5,983-59.9% |
| Admin fee / account holder | $2,632 | $10,136-74.0% | $6,797-61.3% | $11,252-76.6% |