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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 | $3,149 | $72,071-95.6% | $68,368-95.4% | $137,256-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.81% | 353.14%-332.3pp | 292.57%-271.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,854 | $4,410-58.0% | $4,123-55.0% | $6,407-71.1% |
| Admin fee / account holder | $3,606 | $5,336-32.4% | $5,150-30.0% | $12,270-70.6% |