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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 | $69,180 | $90,617-23.7% | $79,476-13.0% | $135,382-48.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.29% | 977.57%-973.3pp | 718.21%-713.9pp | 519.77%-515.5pp |
| Employer contribution / active EE | $9,698 | $3,068+216.1% | $2,800+246.3% | $4,779+102.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $635 | $5,907-89.3% | $5,113-87.6% | $10,829-94.1% |