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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 | $29,725 | $106,008-72.0% | $92,240-67.8% | $147,586-79.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.08% | 50.05%-40.0pp | 176.29%-166.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $5,789 | $4,333+33.6% | $3,680+57.3% | $4,876+18.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,375 | $6,333-62.5% | $5,194-54.3% | $10,886-78.2% |