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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 | $71,501 | $73,518-2.7% | $63,003+13.5% | $147,585-51.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.22% | 175.46%-160.2pp | 87.59%-72.4pp | 578.57%-563.3pp |
| Employer contribution / active EE | $1,250 | $3,322-62.4% | $2,760-54.7% | $4,876-74.4% |
| Participant deferral / active EE | $1,500 | $4,183-64.1% | $3,329-54.9% | $5,439-72.4% |
| Admin fee / account holder | $17,301 | $5,952+190.7% | $3,600+380.6% | $10,885+58.9% |