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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 | $63,063 | $185,225-66.0% | $142,898-55.9% | $167,553-62.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 138.04% | 8558.12%-8420.1pp | 5639.64%-5501.6pp | 478.89%-340.8pp |
| Employer contribution / active EE | $1,144 | $5,607-79.6% | $4,146-72.4% | $4,840-76.4% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,373 | $8,032-82.9% | $6,560-79.1% | $12,316-88.9% |