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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 | $103,125 | $102,429+0.7% | $147,096-29.9% | $80,925+27.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 44.13% | 135.02%-90.9pp | 419.75%-375.6pp | 35.65%+8.5pp |
| Employer contribution / active EE | $878 | $3,716-76.4% | $4,936-82.2% | $2,756-68.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $414 | $7,957-94.8% | $13,005-96.8% | $6,940-94.0% |