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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 | $69,716 | $106,008-34.2% | $92,240-24.4% | $147,586-52.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.22% | 50.05%-33.8pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,456 | $4,333-43.3% | $3,680-33.3% | $4,876-49.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $992 | $6,333-84.3% | $5,194-80.9% | $10,886-90.9% |