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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 | $52,789 | $217,427-75.7% | $185,837-71.6% | $167,518-68.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.38% | 148.39%-132.0pp | 122.08%-105.7pp | 478.71%-462.3pp |
| Employer contribution / active EE | $3,074 | $5,874-47.7% | $5,168-40.5% | $4,838-36.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,769 | $19,816-60.8% | $16,241-52.2% | $12,312-36.9% |