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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 | $33,408 | $135,645-75.4% | $110,243-69.7% | $135,380-75.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 13.57% | 513.24%-499.7pp | 314.76%-301.2pp | 519.81%-506.2pp |
| Employer contribution / active EE | $2,333 | $4,907-52.4% | $3,827-39.0% | $4,779-51.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,051 | $11,458-82.1% | $8,548-76.0% | $10,828-81.1% |