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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 | $65,161 | $82,678-21.2% | $125,391-48.0% | $68,490-4.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 36.11% | -5.97%+42.1pp | 572.41%-536.3pp | -7.85%+44.0pp |
| Employer contribution / active EE | $1,121 | $3,382-66.9% | $4,816-76.7% | $2,597-56.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $523 | $6,277-91.7% | $10,009-94.8% | $5,403-90.3% |