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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 | $23,627 | $176,688-86.6% | $130,660-81.9% | $152,909-84.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.74% | 2693.08%-2673.3pp | 1709.29%-1689.5pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,145 | $4,362+63.8% | $3,603+98.3% | $5,851+22.1% |
| Admin fee / account holder | $2,090 | $7,131-70.7% | $5,463-61.7% | $11,601-82.0% |