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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 | $37,255 | $100,938-63.1% | $90,461-58.8% | $158,982-76.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.46% | 1727.20%-1718.7pp | 1294.76%-1286.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $2,466 | $3,691-33.2% | $3,264-24.4% | $4,763-48.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,219 | $6,510-19.8% | $5,617-7.1% | $11,252-53.6% |