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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 | $10,714 | $114,093-90.6% | $96,171-88.9% | $167,536-93.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.77% | 190.00%-166.2pp | 192.04%-168.3pp | 478.82%-455.0pp |
| Employer contribution / active EE | $5,502 | $3,429+60.4% | $2,799+96.6% | $4,839+13.7% |
| Participant deferral / active EE | $7,752 | $5,197+49.2% | $4,350+78.2% | $6,342+22.2% |
| Admin fee / account holder | $1,523 | $6,899-77.9% | $5,538-72.5% | $12,315-87.6% |