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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 | $27,629 | $155,833-82.3% | $124,693-77.8% | $167,536-83.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.87% | 17.98%-5.1pp | 5144.19%-5131.3pp | 478.82%-465.9pp |
| Employer contribution / active EE | $5,934 | $4,164+42.5% | $3,324+78.5% | $4,839+22.6% |
| Participant deferral / active EE | $6,028 | $5,675+6.2% | $4,615+30.6% | $6,342-4.9% |
| Admin fee / account holder | $321 | $9,534-96.6% | $7,494-95.7% | $12,315-97.4% |