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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 | $100,450 | $137,414-26.9% | $189,517-47.0% | $85,854+17.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.24% | 38.14%-19.9pp | 555.19%-536.9pp | 318.56%-300.3pp |
| Employer contribution / active EE | $4,348 | $4,344+0.1% | $6,162-29.4% | $2,565+69.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $353 | $8,630-95.9% | $12,045-97.1% | $6,260-94.4% |