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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 | $15,923 | $169,356-90.6% | $129,406-87.7% | $145,897-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.76% | 14418.62%-14405.9pp | 9468.18%-9455.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,441 | $4,987-71.1% | $4,167-65.4% | $6,689-78.5% |
| Admin fee / account holder | $2,268 | $9,915-77.1% | $7,689-70.5% | $13,390-83.1% |