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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 | $14,121 | $70,121-79.9% | $63,803-77.9% | $138,895-89.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 21.56% | 946.48%-924.9pp | 543.72%-522.2pp | 145.39%-123.8pp |
| Employer contribution / active EE | $4,158 | $2,882+44.3% | $2,532+64.2% | $4,194-0.9% |
| Participant deferral / active EE | $5,501 | $4,535+21.3% | $3,843+43.1% | $6,396-14.0% |
| Admin fee / account holder | $2,313 | $6,738-65.7% | $5,196-55.5% | $12,562-81.6% |