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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 | $17,228 | $57,312-69.9% | $86,617-80.1% | $75,181-77.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.23% | 2672.78%-2654.6pp | 591.91%-573.7pp | 160.69%-142.5pp |
| Employer contribution / active EE | $3,216 | $2,315+38.9% | $3,023+6.4% | $2,671+20.4% |
| Participant deferral / active EE | $4,994 | $3,319+50.5% | $4,437+12.5% | $4,126+21.0% |
| Admin fee / account holder | $2,543 | $4,114-38.2% | $5,613-54.7% | $5,650-55.0% |