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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 | $28,752 | $88,815-67.6% | $81,882-64.9% | $145,897-80.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.29% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,552 | $3,086-17.3% | $2,916-12.5% | $4,663-45.3% |
| Participant deferral / active EE | $4,576 | $4,647-1.5% | $4,323+5.9% | $6,689-31.6% |
| Admin fee / account holder | $2,169 | $8,434-74.3% | $7,360-70.5% | $13,390-83.8% |