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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 | $23,444 | $176,688-86.7% | $130,660-82.1% | $152,897-84.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 10.57% | 2693.08%-2682.5pp | 1709.29%-1698.7pp | 345.43%-334.9pp |
| Employer contribution / active EE | $930 | $5,743-83.8% | $4,092-77.3% | $4,764-80.5% |
| Participant deferral / active EE | $10,328 | $4,362+136.8% | $3,603+186.7% | $5,851+76.5% |
| Admin fee / account holder | $410,026 | $7,131+5650.0% | $5,463+7405.3% | $11,599+3434.9% |