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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 | $55,140 | $124,175-55.6% | $108,405-49.1% | $167,536-67.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.88% | 1380.13%-1367.2pp | 905.55%-892.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,340 | $6,908-66.1% | $6,563-64.3% | $6,342-63.1% |
| Admin fee / account holder | $896 | $9,457-90.5% | $7,297-87.7% | $12,315-92.7% |