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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 | $73,957 | $70,121+5.5% | $63,803+15.9% | $138,895-46.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.24% | 946.48%-935.2pp | 543.72%-532.5pp | 145.39%-134.2pp |
| Employer contribution / active EE | $3,341 | $2,882+15.9% | $2,532+31.9% | $4,194-20.3% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,305 | $6,738-36.1% | $5,196-17.1% | $12,562-65.7% |