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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 | $39,249 | $112,131-65.0% | $95,964-59.1% | $158,982-75.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.14% | 171.19%-161.0pp | 91.64%-81.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,711 | $4,784-22.4% | $4,167-10.9% | $5,983-38.0% |
| Admin fee / account holder | $7,987 | $10,136-21.2% | $6,797+17.5% | $11,252-29.0% |