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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 | $26,406 | $102,547-74.2% | $78,210-66.2% | $147,586-82.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.69% | 51.08%-34.4pp | 40.90%-24.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $6,250 | $2,617+138.8% | $2,034+207.3% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,315 | $5,059-74.0% | $3,758-65.0% | $10,886-87.9% |