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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 | $46,964 | $89,367-47.4% | $141,191-66.7% | $72,975-35.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 57.83% | 111.87%-54.0pp | 71.41%-13.6pp | 81.01%-23.2pp |
| Employer contribution / active EE | $5,213 | $3,115+67.4% | $4,736+10.1% | $2,440+113.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,286 | $5,957-61.6% | $10,264-77.7% | $5,124-55.4% |