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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 | $23,293 | $70,366-66.9% | $66,674-65.1% | $138,895-83.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.06% | 386.41%-369.3pp | 321.24%-304.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $4,986 | $2,765+80.3% | $2,620+90.3% | $4,194+18.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $572 | $5,262-89.1% | $5,098-88.8% | $12,562-95.4% |