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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 | $33,495 | $150,435-77.7% | $120,580-72.2% | $145,897-77.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.27% | 154.60%-143.3pp | 107.48%-96.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,105 | $4,352-51.6% | $3,469-39.3% | $4,663-54.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $794 | $12,182-93.5% | $9,418-91.6% | $13,390-94.1% |