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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 | $36,472 | $102,382-64.4% | $147,005-75.2% | $80,874-54.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 39.87% | 134.89%-95.0pp | 418.76%-378.9pp | 35.62%+4.2pp |
| Employer contribution / active EE | $3,113 | $3,715-16.2% | $4,934-36.9% | $2,756+13.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $974 | $7,942-87.7% | $13,006-92.5% | $6,935-86.0% |