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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 | $16,010 | $72,465-77.9% | $67,575-76.3% | $145,884-89.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.90% | 7222.56%-7211.7pp | 3528.98%-3518.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $936 | $3,074-69.6% | $2,736-65.8% | $4,662-79.9% |
| Participant deferral / active EE | $6,584 | $4,786+37.6% | $4,003+64.5% | $6,690-1.6% |
| Admin fee / account holder | $1,278 | $5,515-76.8% | $3,993-68.0% | $13,392-90.5% |