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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 | $16,980 | $106,557-84.1% | $91,227-81.4% | $134,545-87.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | 79710.00% | 160.81%+79549.2pp | 114.14%+79595.9pp | 418.37%+79291.6pp |
| Employer contribution / active EE | $641 | $3,332-80.8% | $2,851-77.5% | $4,742-86.5% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $55,704 | $6,235+793.4% | $5,423+927.2% | $11,431+387.3% |