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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 | $100,598 | $103,000-2.3% | $90,300+11.4% | $152,885-34.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 38.94% | 95.19%-56.3pp | 78.11%-39.2pp | 345.39%-306.5pp |
| Employer contribution / active EE | $5,000 | $3,138+59.3% | $2,854+75.2% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $375 | $6,173-93.9% | $5,353-93.0% | $11,598-96.8% |