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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 | $55,811 | $68,097-18.0% | $62,929-11.3% | $137,256-59.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.69% | 1859.11%-1843.4pp | 1063.93%-1048.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,993 | $4,553+75.6% | $3,888+105.6% | $6,407+24.8% |
| Admin fee / account holder | $892 | $6,521-86.3% | $5,065-82.4% | $12,270-92.7% |