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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 | $59,055 | $106,008-44.3% | $92,240-36.0% | $147,586-60.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.52% | 50.05%-36.5pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $3,511 | $4,333-19.0% | $3,680-4.6% | $4,876-28.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $593 | $6,333-90.6% | $5,194-88.6% | $10,886-94.6% |