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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 | $47,574 | $185,199-74.3% | $142,874-66.7% | $167,518-71.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.53% | 8556.90%-8543.4pp | 5638.58%-5625.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $2,515 | $5,606-55.1% | $4,145-39.3% | $4,838-48.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,499 | $8,031-68.9% | $6,561-61.9% | $12,312-79.7% |