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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 | $13,364 | $73,518-81.8% | $63,003-78.8% | $147,585-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.23% | 175.46%-161.2pp | 87.59%-73.4pp | 578.56%-564.3pp |
| Employer contribution / active EE | $1,958 | $3,322-41.1% | $2,760-29.1% | $4,876-59.8% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $781 | $5,952-86.9% | $3,600-78.3% | $10,885-92.8% |