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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 | $11,707 | $90,617-87.1% | $79,476-85.3% | $135,382-91.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 14.01% | 977.57%-963.6pp | 718.21%-704.2pp | 519.77%-505.8pp |
| Employer contribution / active EE | $2,389 | $3,068-22.1% | $2,800-14.7% | $4,779-50.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,235 | $5,907-62.2% | $5,113-56.3% | $10,829-79.4% |