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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 | $18,641 | $73,518-74.6% | $63,003-70.4% | $147,585-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.13% | 175.46%-156.3pp | 87.59%-68.5pp | 578.57%-559.4pp |
| Employer contribution / active EE | $7,801 | $3,322+134.8% | $2,760+182.6% | $4,876+60.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,420 | $5,952-59.3% | $3,600-32.8% | $10,885-77.8% |