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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 | $66,779 | $100,895-33.8% | $90,430-26.2% | $158,950-58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.29% | 1725.54%-1711.3pp | 1293.73%-1279.4pp | 302.91%-288.6pp |
| Employer contribution / active EE | $1,836 | $3,689-50.2% | $3,262-43.7% | $4,762-61.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,727 | $6,505-27.3% | $5,613-15.8% | $11,248-58.0% |