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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 | $53,199 | $118,708-55.2% | $98,920-46.2% | $158,982-66.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.57% | 372.49%-356.9pp | 196.47%-180.9pp | 302.99%-287.4pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,919 | $5,089-23.0% | $4,245-7.7% | $5,983-34.5% |
| Admin fee / account holder | $985 | $10,134-90.3% | $6,643-85.2% | $11,252-91.2% |