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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 | $24,793 | $72,426-65.8% | $67,560-63.3% | $145,897-83.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.95% | 7226.78%-7212.8pp | 3533.50%-3519.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,389 | $4,785-50.1% | $4,004-40.3% | $6,689-64.3% |
| Admin fee / account holder | $4,620 | $5,514-16.2% | $3,994+15.7% | $13,390-65.5% |