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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 | $93,231 | $102,696-9.2% | $86,235+8.1% | $139,487-33.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.24% | 1925.91%-1902.7pp | 1170.03%-1146.8pp | 373.84%-350.6pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,500 | $4,679+338.1% | $3,987+414.2% | $6,713+205.4% |
| Admin fee / account holder | $784 | $8,667-91.0% | $6,856-88.6% | $11,407-93.1% |