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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 | $39,866 | $109,872-63.7% | $98,483-59.5% | $167,536-76.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.71% | 1959.31%-1937.6pp | 1494.38%-1472.7pp | 478.82%-457.1pp |
| Employer contribution / active EE | $1,169 | $3,225-63.8% | $2,961-60.5% | $4,839-75.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,278 | $6,757+22.5% | $5,953+39.1% | $12,315-32.8% |