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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 | $30,213 | $39,798-24.1% | $67,704-55.4% | $59,633-49.3% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 3.41% | 89.94%-86.5pp | 25.41%-22.0pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $2,996 | $1,393+115.1% | $2,559+17.1% | $2,203+36.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,593 | $3,212+167.6% | $4,255+102.0% | $4,297+100.0% |