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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 | $46,536 | $106,003-56.1% | $92,236-49.5% | $147,585-68.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.35% | 50.05%-37.7pp | 176.29%-163.9pp | 578.57%-566.2pp |
| Employer contribution / active EE | $2,731 | $4,333-37.0% | $3,679-25.8% | $4,876-44.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $675 | $6,333-89.3% | $5,194-87.0% | $10,885-93.8% |