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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 | $63,636 | $104,520-39.1% | $76,823-17.2% | $152,885-58.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 17.74% | 1014.03%-996.3pp | 1166.42%-1148.7pp | 345.39%-327.7pp |
| Employer contribution / active EE | $2,906 | $3,117-6.8% | $2,302+26.2% | $4,763-39.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,962 | $12,283-84.0% | $6,422-69.4% | $11,598-83.1% |