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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 | $81,548 | $152,592-46.6% | $125,180-34.9% | $152,885-46.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.18% | 54.84%-38.7pp | 43.79%-27.6pp | 345.39%-329.2pp |
| Employer contribution / active EE | $3,804 | $4,947-23.1% | $3,866-1.6% | $4,763-20.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,000 | $13,435-62.8% | $9,703-48.5% | $11,598-56.9% |