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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 | $12,607 | $100,203-87.4% | $85,240-85.2% | $145,897-91.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 92.65% | 84.28%+8.4pp | 66.75%+25.9pp | 552.29%-459.6pp |
| Employer contribution / active EE | $448 | $3,242-86.2% | $2,735-83.6% | $4,663-90.4% |
| Participant deferral / active EE | $4,221 | $5,299-20.3% | $4,527-6.8% | $6,689-36.9% |
| Admin fee / account holder | $2,023 | $7,265-72.2% | $6,165-67.2% | $13,390-84.9% |