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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 | $66,372 | $88,815-25.3% | $81,882-18.9% | $145,897-54.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.20% | 1033.75%-1022.5pp | 779.47%-768.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,204 | $4,647+76.5% | $4,323+89.8% | $6,689+22.6% |
| Admin fee / account holder | $5,386 | $8,434-36.1% | $7,360-26.8% | $13,390-59.8% |