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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 | $34,159 | $190,916-82.1% | $160,037-78.7% | $134,545-74.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 2.32% | 552.79%-550.5pp | 408.95%-406.6pp | 418.37%-416.0pp |
| Employer contribution / active EE | $5,000 | $4,996+0.1% | $4,226+18.3% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,101 | $10,497+215.4% | $8,716+279.8% | $11,431+189.6% |