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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 | $46,440 | $125,778-63.1% | $114,563-59.5% | $154,746-70.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 10.79% | 295.14%-284.3pp | 241.09%-230.3pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,430 | $4,445-67.8% | $4,142-65.5% | $6,730-78.8% |
| Admin fee / account holder | $1,359 | $8,190-83.4% | $7,623-82.2% | $14,365-90.5% |