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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 | $35,640 | $102,382-65.2% | $147,005-75.8% | $80,874-55.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.03% | 134.89%-119.9pp | 418.76%-403.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $5,182 | $3,715+39.5% | $4,934+5.0% | $2,756+88.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,618 | $7,942-79.6% | $13,006-87.6% | $6,935-76.7% |