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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 | $59,249 | $102,429-42.2% | $147,096-59.7% | $80,925-26.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 64.96% | 135.02%-70.1pp | 419.75%-354.8pp | 35.65%+29.3pp |
| Employer contribution / active EE | $3,779 | $3,716+1.7% | $4,936-23.4% | $2,756+37.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,597 | $7,957-79.9% | $13,005-87.7% | $6,940-77.0% |