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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 | $72,446-65.8% | $67,561-63.3% | $145,877-83.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.95% | 7211.98%-7198.0pp | 3525.44%-3511.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,389 | $4,785-50.1% | $4,003-40.3% | $6,691-64.3% |
| Admin fee / account holder | $4,620 | $5,541-16.6% | $4,006+15.3% | $13,402-65.5% |