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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 | $90,859 | $70,587+28.7% | $124,693-27.1% | $85,856+5.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.38% | 20688.83%-20675.4pp | 5144.19%-5130.8pp | 318.58%-305.2pp |
| Employer contribution / active EE | $8,854 | $1,913+362.7% | $3,324+166.4% | $2,565+245.2% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,059 | $5,282-61.0% | $7,494-72.5% | $6,261-67.1% |