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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 | $20,073 | $96,678-79.2% | $86,640-76.8% | $139,466-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.54% | 106.69%-94.1pp | 592.52%-580.0pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,250 | $3,265-61.7% | $3,024-58.7% | $4,754-73.7% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $600 | $6,410-90.6% | $5,616-89.3% | $11,409-94.7% |