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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 | $29,337 | $88,603-66.9% | $69,890-58.0% | $134,545-78.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 10.76% | 442.93%-432.2pp | 190.84%-180.1pp | 418.37%-407.6pp |
| Employer contribution / active EE | $6,530 | $3,236+101.8% | $2,560+155.0% | $4,742+37.7% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,759 | $10,443-54.4% | $6,267-24.1% | $11,431-58.4% |