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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 | $19,503 | $72,426-73.1% | $67,560-71.1% | $145,897-86.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.19% | 7226.78%-7213.6pp | 3533.50%-3520.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,483 | $4,785-69.0% | $4,004-63.0% | $6,689-77.8% |
| Admin fee / account holder | $2,872 | $5,514-47.9% | $3,994-28.1% | $13,390-78.6% |