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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 | $66,282 | $167,030-60.3% | $135,768-51.2% | $155,188-57.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.18% | 678.39%-670.2pp | 526.10%-517.9pp | 148.84%-140.7pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,461 | $4,528+64.8% | $3,977+87.6% | $6,531+14.2% |
| Admin fee / account holder | $41,898 | $8,172+412.7% | $7,048+494.4% | $14,480+189.4% |