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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 | $41,593 | $73,518-43.4% | $63,005-34.0% | $147,585-71.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.89% | 175.46%-165.6pp | 87.59%-77.7pp | 578.58%-568.7pp |
| Employer contribution / active EE | $3,158 | $3,322-5.0% | $2,760+14.4% | $4,876-35.2% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $462 | $5,952-92.2% | $3,599-87.2% | $10,886-95.8% |