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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 | $24,249 | $150,346-83.9% | $120,524-79.9% | $145,877-83.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.19% | 154.40%-144.2pp | 107.36%-97.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,892 | $4,353-33.6% | $3,469-16.6% | $4,663-38.0% |
| Participant deferral / active EE | $3,762 | $6,172-39.0% | $4,994-24.7% | $6,691-43.8% |
| Admin fee / account holder | $615 | $12,215-95.0% | $9,440-93.5% | $13,402-95.4% |