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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 | $47,710 | $155,833-69.4% | $124,693-61.7% | $167,536-71.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.73% | 17.98%-2.2pp | 5144.19%-5128.5pp | 478.82%-463.1pp |
| Employer contribution / active EE | $4,626 | $4,164+11.1% | $3,324+39.2% | $4,839-4.4% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $809 | $9,534-91.5% | $7,494-89.2% | $12,315-93.4% |