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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 | $23,696 | $99,011-76.1% | $86,582-72.6% | $147,586-83.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.78% | 1312.75%-1297.0pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,058 | $3,972-48.2% | $3,609-43.0% | $5,439-62.2% |
| Admin fee / account holder | $1,506 | $5,709-73.6% | $4,904-69.3% | $10,886-86.2% |