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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 | $46,867 | $73,518-36.3% | $63,003-25.6% | $147,585-68.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.60% | 175.46%-159.9pp | 87.59%-72.0pp | 578.57%-563.0pp |
| Employer contribution / active EE | $7,002 | $3,322+110.7% | $2,760+153.7% | $4,876+43.6% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $425 | $5,952-92.9% | $3,600-88.2% | $10,885-96.1% |