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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 | $35,007 | $103,038-66.0% | $90,324-61.2% | $152,909-77.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.52% | 95.25%-80.7pp | 78.15%-63.6pp | 345.46%-330.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $101,098 | $4,282+2261.1% | $3,885+2502.0% | $5,851+1627.8% |
| Admin fee / account holder | $2,266,457 | $6,177+36590.5% | $5,356+42219.2% | $11,601+19437.3% |