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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 | $38,355 | $109,905-65.1% | $98,506-61.1% | $167,553-77.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.92% | 1960.20%-1943.3pp | 1494.92%-1478.0pp | 478.89%-462.0pp |
| Employer contribution / active EE | $1,878 | $3,226-41.8% | $2,961-36.6% | $4,840-61.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,185 | $6,760-23.3% | $5,955-12.9% | $12,316-57.9% |