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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 | $65,409-13.5% | $98,452-42.5% | $85,854-34.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.04% | 21.76%-7.7pp | 1492.96%-1478.9pp | 318.56%-304.5pp |
| Employer contribution / active EE | $8,840 | $2,168+307.8% | $2,960+198.6% | $2,565+244.6% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,735 | $4,593-18.7% | $5,948-37.2% | $6,260-40.3% |