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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 | $21,418 | $72,465-70.4% | $67,575-68.3% | $145,884-85.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.85% | 7222.56%-7211.7pp | 3528.98%-3518.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,181 | $3,074-61.6% | $2,736-56.8% | $4,662-74.7% |
| Participant deferral / active EE | $4,368 | $4,786-8.7% | $4,003+9.1% | $6,690-34.7% |
| Admin fee / account holder | $11,817 | $5,515+114.3% | $3,993+196.0% | $13,392-11.8% |