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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 | $38,724 | $59,819-35.3% | $79,583-51.3% | $68,490-43.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 1694.46% | -12.30%+1706.8pp | 0.16%+1694.3pp | -7.85%+1702.3pp |
| Employer contribution / active EE | $4,915 | $1,505+226.5% | $2,414+103.6% | $2,597+89.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,978 | $4,835-59.1% | $6,835-71.1% | $5,403-63.4% |