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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 | $15,750 | $73,546-78.6% | $63,018-75.0% | $147,586-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.22% | 175.56%-158.3pp | 87.62%-70.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $5,841 | $3,324+75.7% | $2,761+111.6% | $4,876+19.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,760 | $5,956-70.5% | $3,601-51.1% | $10,886-83.8% |