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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 | $30,291 | $112,121-73.0% | $95,960-68.4% | $158,966-80.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.31% | 171.16%-160.9pp | 91.63%-81.3pp | 302.95%-292.6pp |
| Employer contribution / active EE | $5,000 | $3,199+56.3% | $2,541+96.7% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,579 | $10,135-45.0% | $6,797-17.9% | $11,250-50.4% |