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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 | $60,688 | $155,833-61.1% | $124,693-51.3% | $167,536-63.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.41% | 17.98%-3.6pp | 5144.19%-5129.8pp | 478.82%-464.4pp |
| Employer contribution / active EE | $42,070 | $4,164+910.2% | $3,324+1165.6% | $4,839+769.4% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $702 | $9,534-92.6% | $7,494-90.6% | $12,315-94.3% |