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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 | $94,595 | $104,479-9.5% | $159,474-40.7% | $79,391+19.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 60.08% | 67.98%-7.9pp | 263.68%-203.6pp | 116.88%-56.8pp |
| Employer contribution / active EE | $1,284 | $3,417-62.4% | $4,831-73.4% | $2,428-47.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $409 | $711-42.5% | $10,802-96.2% | $627-34.7% |