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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 | $53,675 | $171,492-68.7% | $150,734-64.4% | $198,609-73.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.36% | 804.70%-797.3pp | 600.81%-593.4pp | 202.70%-195.3pp |
| Employer contribution / active EE | $2,500 | $5,470-54.3% | $4,918-49.2% | $5,055-50.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,398 | $17,628-52.4% | $14,905-43.7% | $19,030-55.9% |