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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 | $29,014 | $49,199-41.0% | $121,204-76.1% | $75,173-61.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.59% | 56.04%-37.5pp | 987.18%-968.6pp | 160.72%-142.1pp |
| Employer contribution / active EE | $2,448 | $1,547+58.2% | $4,170-41.3% | $2,671-8.3% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $438 | $3,946-88.9% | $5,651-92.2% | $5,651-92.2% |