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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 | $35,317 | $110,307-68.0% | $96,576-63.4% | $139,456-74.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 110.41% | 26.40%+84.0pp | 25.87%+84.5pp | 373.45%-263.0pp |
| Employer contribution / active EE | $5,688 | $3,619+57.2% | $2,965+91.8% | $4,753+19.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,653 | $11,597-59.9% | $8,253-43.6% | $11,407-59.2% |