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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 | $40,737 | $90,617-55.0% | $79,476-48.7% | $135,382-69.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 16.70% | 977.57%-960.9pp | 718.21%-701.5pp | 519.77%-503.1pp |
| Employer contribution / active EE | $2,968 | $3,068-3.2% | $2,800+6.0% | $4,779-37.9% |
| Participant deferral / active EE | $7,998 | $4,050+97.5% | $3,704+115.9% | $5,609+42.6% |
| Admin fee / account holder | $16,901 | $5,907+186.1% | $5,113+230.5% | $10,829+56.1% |