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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 | $23,137 | $102,595-77.4% | $94,057-75.4% | $154,746-85.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.07% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,062 | $3,147-34.5% | $2,933-29.7% | $4,379-52.9% |
| Participant deferral / active EE | $2,425 | $5,118-52.6% | $4,709-48.5% | $6,730-64.0% |
| Admin fee / account holder | $8,423 | $7,736+8.9% | $7,244+16.3% | $14,365-41.4% |