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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 | $22,772 | $63,346-64.1% | $92,240-75.3% | $70,126-67.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.86% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $3,677 | $2,471+48.8% | $3,680-0.1% | $2,343+57.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $565 | $3,841-85.3% | $5,194-89.1% | $4,645-87.8% |