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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 | $36,930 | $90,617-59.2% | $79,476-53.5% | $135,382-72.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.90% | 977.57%-970.7pp | 718.21%-711.3pp | 519.77%-512.9pp |
| Employer contribution / active EE | $714 | $3,068-76.7% | $2,800-74.5% | $4,779-85.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,711 | $5,907+149.0% | $5,113+187.7% | $10,829+35.9% |