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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 | $37,006 | $57,140-35.2% | $85,240-56.6% | $80,959-54.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 208.23% | 21.71%+186.5pp | 66.75%+141.5pp | 35.67%+172.6pp |
| Employer contribution / active EE | $6,310 | $1,802+250.2% | $2,735+130.7% | $2,757+128.9% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,541 | $4,992-69.1% | $6,165-75.0% | $6,925-77.7% |