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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 | $15,919 | $88,754-82.1% | $81,820-80.5% | $145,877-89.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.18% | 1031.77%-1017.6pp | 777.93%-763.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,974 | $4,648+136.1% | $4,323+153.9% | $6,691+64.0% |
| Admin fee / account holder | $3,438 | $8,424-59.2% | $7,391-53.5% | $13,402-74.3% |