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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 | $84,935 | $102,696-17.3% | $86,235-1.5% | $139,487-39.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.71% | 1925.91%-1914.2pp | 1170.03%-1158.3pp | 373.84%-362.1pp |
| Employer contribution / active EE | $2,083 | $3,034-31.3% | $2,381-12.5% | $4,755-56.2% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,748 | $8,667-33.7% | $6,856-16.2% | $11,407-49.6% |