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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 | $24,297 | $110,093-77.9% | $97,295-75.0% | $145,897-83.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.49% | 244.76%-234.3pp | 75.62%-65.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,187 | $4,678-74.6% | $4,264-72.2% | $6,689-82.2% |
| Admin fee / account holder | $164,825 | $6,212+2553.2% | $5,646+2819.1% | $13,390+1130.9% |