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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 | $33,984 | $176,688-80.8% | $130,660-74.0% | $152,909-77.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 15.48% | 2693.08%-2677.6pp | 1709.29%-1693.8pp | 345.46%-330.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,905 | $4,362-56.3% | $3,603-47.1% | $5,851-67.4% |
| Admin fee / account holder | $1,320 | $7,131-81.5% | $5,463-75.8% | $11,601-88.6% |