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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 | $72,353 | $109,905-34.2% | $98,506-26.5% | $167,553-56.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.27% | 1960.20%-1947.9pp | 1494.92%-1482.7pp | 478.89%-466.6pp |
| Employer contribution / active EE | $2,809 | $3,226-12.9% | $2,961-5.1% | $4,840-42.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,044 | $6,760-69.8% | $5,955-65.7% | $12,316-83.4% |