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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 | $17,560 | $109,863-84.0% | $98,477-82.2% | $167,518-89.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.68% | 1958.09%-1941.4pp | 1493.59%-1476.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,284 | $3,225-29.2% | $2,961-22.9% | $4,838-52.8% |
| Participant deferral / active EE | $6,718 | $4,673+43.7% | $4,276+57.1% | $6,342+5.9% |
| Admin fee / account holder | $1,047 | $6,755-84.5% | $5,951-82.4% | $12,312-91.5% |