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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 | $102,429-64.4% | $147,096-75.2% | $80,925-54.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 39.87% | 135.02%-95.2pp | 419.75%-379.9pp | 35.65%+4.2pp |
| Employer contribution / active EE | $3,113 | $3,716-16.2% | $4,936-36.9% | $2,756+12.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $974 | $7,957-87.8% | $13,005-92.5% | $6,940-86.0% |