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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 | $61,051 | $152,619-60.0% | $125,195-51.2% | $152,909-60.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.69% | 54.85%-35.2pp | 43.79%-24.1pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,786 | $4,947-63.9% | $3,866-53.8% | $4,764-62.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,212 | $13,437-91.0% | $9,704-87.5% | $11,601-89.6% |