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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 | $45,288 | $106,003-57.3% | $92,236-50.9% | $147,585-69.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.92% | 50.05%-32.1pp | 176.29%-158.4pp | 578.57%-560.7pp |
| Employer contribution / active EE | $1,958 | $4,333-54.8% | $3,679-46.8% | $4,876-59.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,707 | $6,333+21.7% | $5,194+48.4% | $10,885-29.2% |