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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 | $32,378 | $84,149-61.5% | $76,080-57.4% | $167,553-80.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 13.14% | 54.99%-41.8pp | 42.50%-29.4pp | 478.89%-465.8pp |
| Employer contribution / active EE | $3,341 | $4,618-27.7% | $3,962-15.7% | $4,840-31.0% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,189 | $6,410+27.7% | $4,883+67.7% | $12,316-33.5% |