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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 | $10,754 | $149,040-92.8% | $120,225-91.1% | $137,256-92.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.93% | 605.68%-590.8pp | 439.23%-424.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,170 | $4,350-73.1% | $3,475-66.3% | $4,156-71.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $539 | $6,348-91.5% | $5,696-90.5% | $12,270-95.6% |