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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 | $3,950 | $88,778-95.6% | $81,844-95.2% | $145,884-97.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.11% | 1033.03%-1016.9pp | 778.87%-762.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,724 | $4,648-19.9% | $4,323-13.9% | $6,690-44.3% |
| Admin fee / account holder | $909 | $8,430-89.2% | $7,355-87.6% | $13,392-93.2% |