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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 | $38,357 | $72,426-47.0% | $67,560-43.2% | $145,897-73.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.57% | 7226.78%-7210.2pp | 3533.50%-3516.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,531 | $4,785+78.3% | $4,004+113.1% | $6,689+27.5% |
| Admin fee / account holder | $46,644 | $5,514+745.9% | $3,994+1067.9% | $13,390+248.3% |