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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 | $52,638 | $96,678-45.6% | $86,640-39.2% | $139,466-62.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.78% | 106.69%-94.9pp | 592.52%-580.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,726 | $3,265-47.1% | $3,024-42.9% | $4,754-63.7% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $406 | $6,410-93.7% | $5,616-92.8% | $11,409-96.4% |