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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 | $21,397 | $106,557-79.9% | $91,227-76.5% | $134,545-84.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 1.01% | 160.81%-159.8pp | 114.14%-113.1pp | 418.37%-417.4pp |
| Employer contribution / active EE | $3,750 | $3,332+12.5% | $2,851+31.5% | $4,742-20.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $355 | $6,235-94.3% | $5,423-93.5% | $11,431-96.9% |