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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 | $154,754-93.1% | $124,206-91.3% | $138,895-92.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.93% | 709.28%-694.3pp | 515.27%-500.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,170 | $4,446-73.7% | $3,540-67.0% | $4,194-72.1% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $539 | $6,690-91.9% | $5,929-90.9% | $12,562-95.7% |