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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 | $38,017 | $73,546-48.3% | $63,018-39.7% | $147,586-74.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.59% | 175.56%-165.0pp | 87.62%-77.0pp | 578.59%-568.0pp |
| Employer contribution / active EE | $6,233 | $3,324+87.5% | $2,761+125.8% | $4,876+27.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $615 | $5,956-89.7% | $3,601-82.9% | $10,886-94.3% |