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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 | $11,185 | $72,446-84.6% | $67,561-83.4% | $145,877-92.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.91% | 7211.98%-7200.1pp | 3525.44%-3513.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,953 | $3,072-36.4% | $2,735-28.6% | $4,663-58.1% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $771 | $5,541-86.1% | $4,006-80.7% | $13,402-94.2% |