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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 | $62,837 | $102,382-38.6% | $147,005-57.3% | $80,874-22.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 33.65% | 134.89%-101.2pp | 418.76%-385.1pp | 35.62%-2.0pp |
| Employer contribution / active EE | $9,091 | $3,715+144.7% | $4,934+84.2% | $2,756+229.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,030 | $7,942-61.9% | $13,006-76.7% | $6,935-56.3% |