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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 | $77,447 | $99,995-22.5% | $85,063-9.0% | $145,978-46.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 83.99%-74.3pp | 66.54%-56.9pp | 550.52%-540.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,023 | $5,295+240.4% | $4,523+298.5% | $6,690+169.4% |
| Admin fee / account holder | $671 | $7,255-90.7% | $6,155-89.1% | $13,400-95.0% |