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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 | $73,546 | $84,685-13.2% | $73,836-0.4% | $125,389-41.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 25.18% | 3123.80%-3098.6pp | 2268.06%-2242.9pp | 282.24%-257.1pp |
| Employer contribution / active EE | $2,657 | $3,123-14.9% | $2,787-4.7% | $4,866-45.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,484 | $5,694-73.9% | $4,882-69.6% | $9,541-84.4% |