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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 | $39,351 | $103,038-61.8% | $90,324-56.4% | $152,909-74.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.06% | 95.25%-78.2pp | 78.15%-61.1pp | 345.46%-328.4pp |
| Employer contribution / active EE | $6,011 | $3,141+91.4% | $2,856+110.5% | $4,764+26.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $557 | $6,177-91.0% | $5,356-89.6% | $11,601-95.2% |