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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 | $75,602 | $72,396+4.4% | $67,511+12.0% | $145,959-48.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.04% | 7194.07%-7183.0pp | 3517.41%-3506.4pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,314 | $3,071-57.2% | $2,733-51.9% | $4,661-71.8% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,964 | $5,538-46.5% | $3,999-25.9% | $13,398-77.9% |