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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 | $43,653 | $110,093-60.3% | $97,295-55.1% | $145,897-70.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.19% | 244.76%-232.6pp | 75.62%-63.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,324 | $4,678-71.7% | $4,264-69.0% | $6,689-80.2% |
| Admin fee / account holder | $6,886 | $6,212+10.8% | $5,646+22.0% | $13,390-48.6% |