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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 | $27,095 | $162,529-83.3% | $130,788-79.3% | $154,746-82.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.19% | 510.48%-499.3pp | 386.44%-375.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $8,072 | $4,447+81.5% | $3,558+126.9% | $4,379+84.3% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,193 | $7,669-32.3% | $6,673-22.2% | $14,365-63.9% |