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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 | $42,718 | $90,614-52.9% | $76,089-43.9% | $145,877-70.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.87% | 623.80%-605.9pp | 360.94%-343.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $17,273 | $3,324+419.6% | $2,690+542.1% | $4,663+270.4% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,676 | $8,376-80.0% | $6,418-73.9% | $13,402-87.5% |