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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 | $30,328 | $56,054-45.9% | $171,082-82.3% | $62,881-51.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 304.26% | 22.52%+281.7pp | 32.56%+271.7pp | 20.14%+284.1pp |
| Employer contribution / active EE | $16,364 | $1,731+845.3% | $4,002+308.9% | $2,281+617.4% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $818 | $3,647-77.6% | $8,520-90.4% | $4,296-81.0% |