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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 | $22,931 | $84,713-72.9% | $75,717-69.7% | $167,518-86.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.82% | 199.49%-181.7pp | 104.58%-86.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,531 | $4,578-22.9% | $3,821-7.6% | $6,342-44.3% |
| Admin fee / account holder | $4,656 | $5,357-13.1% | $3,619+28.6% | $12,312-62.2% |