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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 | $40,469 | $90,606-55.3% | $79,466-49.1% | $135,379-70.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.51% | 977.69%-968.2pp | 718.28%-708.8pp | 519.79%-510.3pp |
| Employer contribution / active EE | $1,469 | $3,068-52.1% | $2,800-47.5% | $4,779-69.3% |
| Participant deferral / active EE | $1,469 | $4,050-63.7% | $3,704-60.3% | $5,609-73.8% |
| Admin fee / account holder | $2,828 | $5,895-52.0% | $5,104-44.6% | $10,828-73.9% |