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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 | $50,828 | $176,688-71.2% | $130,660-61.1% | $152,897-66.8% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.5%-12.5pp |
| Annual return | 17.51% | 2693.08%-2675.6pp | 1709.29%-1691.8pp | 345.43%-327.9pp |
| Employer contribution / active EE | $4,865 | $5,743-15.3% | $4,092+18.9% | $4,764+2.1% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51,983 | $7,131+629.0% | $5,463+851.5% | $11,599+348.2% |