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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 | $26,446 | $90,607-70.8% | $79,467-66.7% | $135,380-80.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.56% | 977.74%-969.2pp | 718.30%-709.7pp | 519.81%-511.3pp |
| Employer contribution / active EE | $2,974 | $3,068-3.1% | $2,800+6.2% | $4,779-37.8% |
| Participant deferral / active EE | $2,974 | $4,050-26.6% | $3,704-19.7% | $5,609-47.0% |
| Admin fee / account holder | $1,434 | $5,895-75.7% | $5,104-71.9% | $10,828-86.8% |