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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 | $19,819 | $73,421-73.0% | $66,439-70.2% | $155,188-87.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 21.23% | 1382.37%-1361.1pp | 757.66%-736.4pp | 148.84%-127.6pp |
| Employer contribution / active EE | $3,473 | $3,039+14.3% | $2,637+31.7% | $4,248-18.2% |
| Participant deferral / active EE | $4,894 | $4,680+4.6% | $3,876+26.3% | $6,531-25.1% |
| Admin fee / account holder | $1,181 | $8,856-86.7% | $6,173-80.9% | $14,480-91.8% |