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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 | $78,378 | $80,812-3.0% | $160,784-51.3% | $82,448-4.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 30.48% | 100.59%-70.1pp | 1803.92%-1773.4pp | 41.64%-11.2pp |
| Employer contribution / active EE | $5,222 | $2,174+140.2% | $3,733+39.9% | $2,551+104.7% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,851 | $7,695-63.0% | $9,717-70.7% | $7,234-60.6% |