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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 | $37,099 | $84,741-56.2% | $75,731-51.0% | $167,553-77.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 33.00% | 199.72%-166.7pp | 104.65%-71.7pp | 478.89%-445.9pp |
| Employer contribution / active EE | $3,045 | $3,230-5.8% | $2,743+11.0% | $4,840-37.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,666 | $5,361-68.9% | $3,620-54.0% | $12,316-86.5% |