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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 | $80,721 | $84,708-4.7% | $75,714+6.6% | $167,536-51.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.20% | 199.62%-188.4pp | 104.62%-93.4pp | 478.82%-467.6pp |
| Employer contribution / active EE | $4,648 | $3,231+43.8% | $2,744+69.4% | $4,839-4.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,470 | $5,358-72.6% | $3,619-59.4% | $12,315-88.1% |