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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 | $35,338 | $63,346-44.2% | $92,240-61.7% | $70,126-49.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 59.44% | 530.19%-470.8pp | 176.29%-116.9pp | 73.15%-13.7pp |
| Employer contribution / active EE | $1,103 | $2,471-55.4% | $3,680-70.0% | $2,343-52.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $953 | $3,841-75.2% | $5,194-81.6% | $4,645-79.5% |