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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 | $43,040 | $77,449-44.4% | $69,483-38.1% | $152,909-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.79% | 39.09%-23.3pp | 28.99%-13.2pp | 345.46%-329.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,580 | $4,415+139.6% | $3,537+199.2% | $5,851+80.8% |
| Admin fee / account holder | $56,593 | $6,210+811.3% | $3,841+1373.4% | $11,601+387.8% |