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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 | $40,516 | $73,546-44.9% | $63,018-35.7% | $147,586-72.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.80% | 175.56%-155.8pp | 87.62%-67.8pp | 578.59%-558.8pp |
| Employer contribution / active EE | $3,699 | $3,324+11.3% | $2,761+34.0% | $4,876-24.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,925 | $5,956-34.1% | $3,601+9.0% | $10,886-63.9% |