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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 | $49,361 | $101,063-51.2% | $81,473-39.4% | $147,586-66.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.24% | 32.41%-19.2pp | 38.78%-25.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,029 | $4,242-5.0% | $3,537+13.9% | $5,439-25.9% |
| Admin fee / account holder | $30,272 | $5,812+420.8% | $4,561+563.7% | $10,886+178.1% |