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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 | $109,905-83.2% | $98,506-81.2% | $167,553-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.80% | 1960.20%-1948.4pp | 1494.92%-1483.1pp | 478.89%-467.1pp |
| Employer contribution / active EE | $4,202 | $3,226+30.2% | $2,961+41.9% | $4,840-13.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $32,559 | $6,760+381.6% | $5,955+446.8% | $12,316+164.4% |