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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 | $64,553 | $110,093-41.4% | $97,295-33.7% | $145,897-55.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.08% | 244.76%-228.7pp | 75.62%-59.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $6,667 | $3,077+116.6% | $2,723+144.8% | $4,663+43.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,885 | $6,212-69.7% | $5,646-66.6% | $13,390-85.9% |