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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 | $40,912 | $169,361-75.8% | $129,397-68.4% | $145,877-72.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.59% | 14395.54%-14373.0pp | 9453.98%-9431.4pp | 551.28%-528.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,417 | $4,987+28.7% | $4,167+54.0% | $6,691-4.1% |
| Admin fee / account holder | $333,094 | $9,903+3263.7% | $7,679+4237.8% | $13,402+2385.4% |