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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 | $63,342-44.2% | $92,235-61.7% | $70,131-49.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 59.44% | 530.15%-470.7pp | 176.28%-116.8pp | 73.14%-13.7pp |
| Employer contribution / active EE | $1,103 | $2,471-55.4% | $3,679-70.0% | $2,342-52.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $953 | $3,840-75.2% | $5,194-81.6% | $4,645-79.5% |