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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 | $79,107 | $99,011-20.1% | $86,582-8.6% | $147,586-46.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.09% | 1312.75%-1302.7pp | 965.08%-955.0pp | 578.59%-568.5pp |
| Employer contribution / active EE | $2,857 | $3,132-8.8% | $2,839+0.6% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,653 | $5,709+139.2% | $4,904+178.4% | $10,886+25.4% |