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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 | $29,770 | $56,431-47.2% | $130,788-77.2% | $87,485-66.0% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 12.86% | 91.27%-78.4pp | 386.44%-373.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,009 | $1,549+94.2% | $3,558-15.4% | $2,596+15.9% |
| Participant deferral / active EE | $1,389 | $2,749-49.5% | $4,137-66.4% | $4,274-67.5% |
| Admin fee / account holder | $10,662 | $4,433+140.5% | $6,673+59.8% | $7,775+37.1% |