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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 | $65,891 | $70,587-6.7% | $124,693-47.2% | $85,847-23.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.87% | 20688.83%-20675.0pp | 5144.19%-5130.3pp | 318.61%-304.7pp |
| Employer contribution / active EE | $2,494 | $1,913+30.3% | $3,324-25.0% | $2,565-2.8% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,226 | $5,282-57.9% | $7,494-70.3% | $6,261-64.5% |