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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 | $19,746 | $57,305-65.5% | $86,640-77.2% | $75,173-73.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.73% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,298 | $2,316-43.9% | $3,024-57.1% | $2,671-51.4% |
| Participant deferral / active EE | $3,574 | $3,320+7.7% | $4,438-19.5% | $4,126-13.4% |
| Admin fee / account holder | $3,647 | $4,116-11.4% | $5,616-35.1% | $5,651-35.5% |