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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 | $27,818 | $109,872-74.7% | $98,483-71.8% | $167,536-83.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.55% | 1959.31%-1942.8pp | 1494.38%-1477.8pp | 478.82%-462.3pp |
| Employer contribution / active EE | $2,232 | $3,225-30.8% | $2,961-24.6% | $4,839-53.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $576 | $6,757-91.5% | $5,953-90.3% | $12,315-95.3% |