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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 | $66,282 | $234,190-71.7% | $180,320-63.2% | $198,609-66.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 8.18% | 1057.44%-1049.3pp | 778.54%-770.4pp | 202.70%-194.5pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,461 | $4,988+49.6% | $4,304+73.3% | $6,977+6.9% |
| Admin fee / account holder | $41,898 | $12,558+233.6% | $10,000+319.0% | $19,030+120.2% |