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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 | $68,238 | $96,643-29.4% | $86,617-21.2% | $139,456-51.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.14% | 106.57%-92.4pp | 591.91%-577.8pp | 373.45%-359.3pp |
| Employer contribution / active EE | $5,388 | $3,264+65.1% | $3,023+78.2% | $4,753+13.4% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,251 | $6,406-49.2% | $5,613-42.1% | $11,407-71.5% |