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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 | $56,086 | $76,522-26.7% | $56,033+0.1% | $145,884-61.6% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 9.17% | 3014.28%-3005.1pp | 1711.38%-1702.2pp | 551.85%-542.7pp |
| Employer contribution / active EE | $800 | $1,382-42.1% | $1,041-23.1% | $4,662-82.8% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,059 | $3,328-38.1% | $2,827-27.2% | $13,392-84.6% |