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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 | $66,655 | $48,277+38.1% | $67,511-1.3% | $80,874-17.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.57% | 18.27%-1.7pp | 3517.41%-3500.8pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,531 | $2,926-13.5% | $4,000-36.7% | $4,297-41.1% |
| Admin fee / account holder | $2,037 | $3,687-44.8% | $3,999-49.1% | $6,935-70.6% |