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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 | $45,211 | $90,607-50.1% | $79,467-43.1% | $135,380-66.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.62% | 977.74%-968.1pp | 718.30%-708.7pp | 519.81%-510.2pp |
| Employer contribution / active EE | $10,702 | $3,068+248.8% | $2,800+282.2% | $4,779+123.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,140 | $5,895-80.7% | $5,104-77.7% | $10,828-89.5% |