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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 | $56,766 | $110,801-48.8% | $86,615-34.5% | $167,536-66.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.65% | 116.96%-107.3pp | 63.51%-53.9pp | 478.82%-469.2pp |
| Employer contribution / active EE | $8,333 | $3,245+156.8% | $2,496+233.9% | $4,839+72.2% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,240 | $8,417-85.3% | $5,830-78.7% | $12,315-89.9% |