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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 | $18,491 | $109,863-83.2% | $98,477-81.2% | $167,518-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.80% | 1958.09%-1946.3pp | 1493.59%-1481.8pp | 478.71%-466.9pp |
| Employer contribution / active EE | $4,202 | $3,225+30.3% | $2,961+41.9% | $4,838-13.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $32,559 | $6,755+382.0% | $5,951+447.1% | $12,312+164.4% |