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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 | $63,002 | $96,123-34.5% | $77,361-18.6% | $198,609-68.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 7.06% | 2054.81%-2047.7pp | 1011.54%-1004.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,916 | $4,975-21.3% | $3,911+0.1% | $6,977-43.9% |
| Admin fee / account holder | $6,516 | $9,471-31.2% | $5,894+10.6% | $19,030-65.8% |