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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 | $58,727 | $152,592-61.5% | $125,180-53.1% | $152,885-61.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.86% | 54.84%-35.0pp | 43.79%-23.9pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,728 | $5,868+31.7% | $4,937+56.5% | $5,851+32.1% |
| Admin fee / account holder | $45,632 | $13,435+239.7% | $9,703+370.3% | $11,598+293.4% |