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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 | $62,645 | $185,225-66.2% | $142,898-56.2% | $167,553-62.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.85% | 8558.12%-8541.3pp | 5639.64%-5622.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,499 | $4,496-66.7% | $3,838-60.9% | $6,343-76.4% |
| Admin fee / account holder | $5,091 | $8,032-36.6% | $6,560-22.4% | $12,316-58.7% |