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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 | $12,786 | $96,643-86.8% | $86,617-85.2% | $139,456-90.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.08% | 106.57%-84.5pp | 591.91%-569.8pp | 373.45%-351.4pp |
| Employer contribution / active EE | $4,633 | $3,264+41.9% | $3,023+53.2% | $4,753-2.5% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $533 | $6,406-91.7% | $5,613-90.5% | $11,407-95.3% |