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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 | $42,133 | $176,688-76.2% | $130,660-67.8% | $152,909-72.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.30% | 2693.08%-2670.8pp | 1709.29%-1687.0pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,816 | $4,362-35.5% | $3,603-21.9% | $5,851-51.9% |
| Admin fee / account holder | $3,878 | $7,131-45.6% | $5,463-29.0% | $11,601-66.6% |