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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 | $51,468 | $102,385-49.7% | $147,080-65.0% | $80,935-36.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.21% | 135.09%-117.9pp | 420.17%-403.0pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,594 | $6,651+59.3% | $8,066+31.3% | $4,299+146.4% |
| Admin fee / account holder | $1,568 | $7,951-80.3% | $12,989-87.9% | $6,924-77.4% |