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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 | $15,297 | $73,518-79.2% | $63,005-75.7% | $147,585-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.29% | 175.46%-156.2pp | 87.59%-68.3pp | 578.58%-559.3pp |
| Employer contribution / active EE | $3,431 | $3,322+3.3% | $2,760+24.3% | $4,876-29.6% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $924 | $5,952-84.5% | $3,599-74.3% | $10,886-91.5% |