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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 | $18,440 | $99,011-81.4% | $86,582-78.7% | $147,586-87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.22% | 1312.75%-1303.5pp | 965.08%-955.9pp | 578.59%-569.4pp |
| Employer contribution / active EE | $2,262 | $3,132-27.8% | $2,839-20.3% | $4,876-53.6% |
| Participant deferral / active EE | $538 | $3,972-86.5% | $3,609-85.1% | $5,439-90.1% |
| Admin fee / account holder | $8,004 | $5,709+40.2% | $4,904+63.2% | $10,886-26.5% |