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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 | $23,587 | $63,346-62.8% | $92,240-74.4% | $70,126-66.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.81% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $7,709 | $2,471+211.9% | $3,680+109.5% | $2,343+229.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $360 | $3,841-90.6% | $5,194-93.1% | $4,645-92.3% |