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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 | $102,422-64.4% | $147,117-75.2% | $80,959-54.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 39.87% | 135.16%-95.3pp | 420.54%-380.7pp | 35.67%+4.2pp |
| Employer contribution / active EE | $3,113 | $3,717-16.3% | $4,932-36.9% | $2,757+12.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $974 | $7,953-87.8% | $12,993-92.5% | $6,925-85.9% |