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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 | $54,003 | $58,258-7.3% | $81,820-34.0% | $80,925-33.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.31% | 41.76%-30.5pp | 777.93%-766.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $10,640 | $2,345+353.7% | $2,915+265.0% | $2,756+286.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $980 | $4,976-80.3% | $7,391-86.7% | $6,940-85.9% |