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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 | $11,422 | $110,551-89.7% | $80,741-85.9% | $167,536-93.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.81% | 120.57%-108.8pp | 87.30%-75.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,581 | $1,543+2.5% | $1,160+36.3% | $4,839-67.3% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,094 | $4,547+12.0% | $3,380+50.7% | $12,315-58.6% |