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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 | $38,169 | $45,566-16.2% | $64,105-40.5% | $59,633-36.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 21.14% | 4.95%+16.2pp | 791.24%-770.1pp | 2041.45%-2020.3pp |
| Employer contribution / active EE | $5,521 | $934+491.0% | $1,820+203.4% | $2,203+150.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,361 | $3,268-58.3% | $4,499-69.7% | $4,297-68.3% |