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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 | $53,419 | $99,668-46.4% | $86,451-38.2% | $134,545-60.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 42.39% | 6789.61%-6747.2pp | 4398.51%-4356.1pp | 418.37%-376.0pp |
| Employer contribution / active EE | $3,419 | $4,403-22.4% | $3,770-9.3% | $4,742-27.9% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $428 | $8,377-94.9% | $6,734-93.6% | $11,431-96.3% |