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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 | $56,573 | $65,440-13.5% | $98,506-42.6% | $85,851-34.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.04% | 21.75%-7.7pp | 1494.92%-1480.9pp | 318.63%-304.6pp |
| Employer contribution / active EE | $8,840 | $2,169+307.5% | $2,961+198.5% | $2,565+244.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,735 | $4,596-18.7% | $5,955-37.3% | $6,261-40.3% |