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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 | $17,985 | $114,073-84.2% | $96,161-81.3% | $167,518-89.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.02% | 189.95%-173.9pp | 192.01%-176.0pp | 478.71%-462.7pp |
| Employer contribution / active EE | $3,649 | $3,428+6.4% | $2,798+30.4% | $4,838-24.6% |
| Participant deferral / active EE | $6,101 | $5,195+17.4% | $4,349+40.3% | $6,342-3.8% |
| Admin fee / account holder | $2,660 | $6,899-61.4% | $5,538-52.0% | $12,312-78.4% |