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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 | $23,633 | $72,403-67.4% | $67,524-65.0% | $145,978-83.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.70% | 7197.23%-7184.5pp | 3519.41%-3506.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,292 | $3,072-57.9% | $2,734-52.8% | $4,662-72.3% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $868 | $5,541-84.3% | $4,001-78.3% | $13,400-93.5% |