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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 | $22,966 | $72,465-68.3% | $67,575-66.0% | $145,884-84.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.66% | 7222.56%-7212.9pp | 3528.98%-3519.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,953 | $4,786-59.2% | $4,003-51.2% | $6,690-70.8% |
| Admin fee / account holder | $1,054 | $5,515-80.9% | $3,993-73.6% | $13,392-92.1% |