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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 | $57,318 | $155,840-63.2% | $124,694-54.0% | $167,553-65.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 21.94% | 17.98%+4.0pp | 5144.82%-5122.9pp | 478.89%-457.0pp |
| Employer contribution / active EE | $8,284 | $4,165+98.9% | $3,325+149.2% | $4,840+71.2% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,721 | $9,536-71.5% | $7,495-63.7% | $12,316-77.9% |