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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 | $24,845 | $154,754-83.9% | $124,206-80.0% | $138,895-82.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.67% | 709.28%-699.6pp | 515.27%-505.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $5,062 | $4,446+13.8% | $3,540+43.0% | $4,194+20.7% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,500 | $6,690+116.8% | $5,929+144.6% | $12,562+15.4% |