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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 | $13,549 | $73,546-81.6% | $63,018-78.5% | $147,586-90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.96% | 175.56%-163.6pp | 87.62%-75.7pp | 578.59%-566.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,862 | $4,185-55.5% | $3,330-44.1% | $5,439-65.8% |
| Admin fee / account holder | $1,200 | $5,956-79.9% | $3,601-66.7% | $10,886-89.0% |