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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 | $39,315 | $135,639-71.0% | $110,241-64.3% | $135,382-71.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.03% | 513.21%-509.2pp | 314.75%-310.7pp | 519.77%-515.7pp |
| Employer contribution / active EE | $1,250 | $4,907-74.5% | $3,827-67.3% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $370,949 | $11,457+3137.6% | $8,548+4239.8% | $10,829+3325.7% |