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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 | $23,091 | $73,518-68.6% | $63,003-63.3% | $147,585-84.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.13% | 175.46%-166.3pp | 87.59%-78.5pp | 578.57%-569.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,630 | $4,183+10.7% | $3,329+39.1% | $5,439-14.9% |
| Admin fee / account holder | $856 | $5,952-85.6% | $3,600-76.2% | $10,885-92.1% |