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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 | $26,933 | $100,139-73.1% | $85,187-68.4% | $145,884-81.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.79% | 84.15%-60.4pp | 66.67%-42.9pp | 551.85%-528.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $946 | $5,296-82.1% | $4,525-79.1% | $6,690-85.9% |
| Admin fee / account holder | $1,180 | $7,262-83.7% | $6,162-80.8% | $13,392-91.2% |