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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 | $50,241 | $169,361-70.3% | $129,397-61.2% | $145,877-65.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 40.56% | 14395.54%-14355.0pp | 9453.98%-9413.4pp | 551.28%-510.7pp |
| Employer contribution / active EE | $1,328 | $5,542-76.0% | $4,154-68.0% | $4,663-71.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $585 | $9,903-94.1% | $7,679-92.4% | $13,402-95.6% |