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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 | $20,916 | $82,630-74.7% | $64,105-67.4% | $125,389-83.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 2.87% | 1489.72%-1486.9pp | 791.24%-788.4pp | 282.24%-279.4pp |
| Employer contribution / active EE | $4,015 | $2,671+50.3% | $1,820+120.6% | $4,866-17.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $906 | $6,382-85.8% | $4,499-79.9% | $9,541-90.5% |