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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 | $49,290 | $76,368-35.5% | $67,681-27.2% | $154,746-68.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.71% | 1066.77%-1050.1pp | 590.58%-573.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,263 | $4,824+9.1% | $3,976+32.4% | $6,730-21.8% |
| Admin fee / account holder | $6,740 | $8,559-21.3% | $6,100+10.5% | $14,365-53.1% |