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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 | $67,843 | $85,766-20.9% | $136,298-50.2% | $70,126-3.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 37.32% | 31.46%+5.9pp | 5156.27%-5119.0pp | 73.15%-35.8pp |
| Employer contribution / active EE | $3,462 | $2,966+16.7% | $4,696-26.3% | $2,343+47.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,140 | $5,421-79.0% | $9,244-87.7% | $4,645-75.5% |