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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 | $42,156 | $68,097-38.1% | $62,929-33.0% | $137,256-69.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.56% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,847 | $2,811+108.0% | $2,505+133.4% | $4,156+40.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,154 | $6,521-82.3% | $5,065-77.2% | $12,270-90.6% |