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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 | $39,947 | $96,643-58.7% | $86,617-53.9% | $139,456-71.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.08% | 106.57%-83.5pp | 591.91%-568.8pp | 373.45%-350.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,915 | $4,835+167.1% | $4,437+191.1% | $6,711+92.4% |
| Admin fee / account holder | $657 | $6,406-89.7% | $5,613-88.3% | $11,407-94.2% |