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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 | $39,736 | $150,197-73.5% | $120,368-67.0% | $145,959-72.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.71% | 154.26%-143.5pp | 107.26%-96.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,333 | $4,350-23.4% | $3,465-3.8% | $4,661-28.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $455 | $12,216-96.3% | $9,429-95.2% | $13,398-96.6% |