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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 | $50,457 | $58,241-13.4% | $81,780-38.3% | $80,911-37.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 19.90% | 41.73%-21.8pp | 776.27%-756.4pp | 35.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,500 | $3,283+6.6% | $4,321-19.0% | $4,297-18.6% |
| Admin fee / account holder | $12,052 | $4,973+142.4% | $7,384+63.2% | $6,935+73.8% |