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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 | $65,398 | $73,518-11.0% | $63,005+3.8% | $147,585-55.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.95% | 175.46%-163.5pp | 87.59%-75.6pp | 578.58%-566.6pp |
| Employer contribution / active EE | $4,286 | $3,322+29.0% | $2,760+55.3% | $4,876-12.1% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $466 | $5,952-92.2% | $3,599-87.1% | $10,886-95.7% |