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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 | $31,400 | $73,546-57.3% | $63,018-50.2% | $147,586-78.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.73% | 175.56%-161.8pp | 87.62%-73.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,786 | $4,185+62.2% | $3,330+103.8% | $5,439+24.8% |
| Admin fee / account holder | $3,061 | $5,956-48.6% | $3,601-15.0% | $10,886-71.9% |