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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 | $26,813 | $73,518-63.5% | $63,003-57.4% | $147,585-81.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.58% | 175.46%-156.9pp | 87.59%-69.0pp | 578.57%-560.0pp |
| Employer contribution / active EE | $1,202 | $3,322-63.8% | $2,760-56.4% | $4,876-75.3% |
| Participant deferral / active EE | $9,646 | $4,183+130.6% | $3,329+189.7% | $5,439+77.4% |
| Admin fee / account holder | $395 | $5,952-93.4% | $3,600-89.0% | $10,885-96.4% |