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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 | $31,063 | $102,393-69.7% | $147,041-78.9% | $80,911-61.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.34% | 134.95%-118.6pp | 419.21%-402.9pp | 35.63%-19.3pp |
| Employer contribution / active EE | $3,809 | $3,715+2.5% | $4,935-22.8% | $2,756+38.2% |
| Participant deferral / active EE | $6,351 | $6,647-4.5% | $8,071-21.3% | $4,297+47.8% |
| Admin fee / account holder | $450 | $7,943-94.3% | $13,006-96.5% | $6,935-93.5% |