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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 | $41,065 | $95,979-57.2% | $74,551-44.9% | $135,380-69.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.93% | 56.97%-53.0pp | 32.53%-28.6pp | 519.81%-515.9pp |
| Employer contribution / active EE | $3,333 | $2,716+22.7% | $1,961+70.0% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,299 | $6,522+73.2% | $5,059+123.3% | $10,828+4.3% |