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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 | $30,482 | $138,075-77.9% | $123,552-75.3% | $135,379-77.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 35.14% | 153.70%-118.6pp | 119.20%-84.1pp | 519.79%-484.6pp |
| Employer contribution / active EE | $2,132 | $5,152-58.6% | $4,628-53.9% | $4,779-55.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,683 | $10,917-84.6% | $9,285-81.9% | $10,828-84.5% |