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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 | $43,631 | $90,607-51.8% | $79,467-45.1% | $135,380-67.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.79% | 977.74%-973.9pp | 718.30%-714.5pp | 519.81%-516.0pp |
| Employer contribution / active EE | $7,316 | $3,068+138.5% | $2,800+161.2% | $4,779+53.1% |
| Participant deferral / active EE | $12,072 | $4,050+198.0% | $3,704+225.9% | $5,609+115.2% |
| Admin fee / account holder | $81,751 | $5,895+1286.8% | $5,104+1501.7% | $10,828+655.0% |