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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 | $34,173 | $68,097-49.8% | $62,929-45.7% | $137,256-75.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.70% | 1859.11%-1846.4pp | 1063.93%-1051.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,776 | $4,553+158.7% | $3,888+202.9% | $6,407+83.8% |
| Admin fee / account holder | $1,707 | $6,521-73.8% | $5,065-66.3% | $12,270-86.1% |