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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 | $20,792 | $176,688-88.2% | $130,660-84.1% | $152,909-86.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.37% | 2693.08%-2675.7pp | 1709.29%-1691.9pp | 345.46%-328.1pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,668 | $4,362-61.8% | $3,603-53.7% | $5,851-71.5% |
| Admin fee / account holder | $1,963 | $7,131-72.5% | $5,463-64.1% | $11,601-83.1% |