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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 | $18,895 | $138,114-86.3% | $125,391-84.9% | $134,545-86.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.11% | 750.88%-742.8pp | 572.41%-564.3pp | 418.37%-410.3pp |
| Employer contribution / active EE | $3,400 | $5,246-35.2% | $4,816-29.4% | $4,742-28.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,433 | $11,570-79.0% | $10,009-75.7% | $11,431-78.7% |