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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 | $40,522 | $119,143-66.0% | $88,632-54.3% | $152,909-73.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 13.87% | 48.12%-34.3pp | 43.75%-29.9pp | 345.46%-331.6pp |
| Employer contribution / active EE | $3,333 | $2,675+24.6% | $2,101+58.7% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,672 | $5,875+371.0% | $4,308+542.4% | $11,601+138.5% |