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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 | $41,276 | $102,382-59.7% | $147,005-71.9% | $80,874-49.0% |
| Participation rate | 90.7% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 44.26% | 134.89%-90.6pp | 418.76%-374.5pp | 35.62%+8.6pp |
| Employer contribution / active EE | $2,518 | $3,715-32.2% | $4,934-49.0% | $2,756-8.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,148 | $7,942-85.5% | $13,006-91.2% | $6,935-83.4% |