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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 | $62,320 | $49,897+24.9% | $80,648-22.7% | $75,177-17.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 29.83% | 34.68%-4.8pp | 937.21%-907.4pp | 160.75%-130.9pp |
| Employer contribution / active EE | $3,750 | $1,699+120.7% | $2,724+37.7% | $2,671+40.4% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,339 | $3,579-34.6% | $5,382-56.5% | $5,651-58.6% |