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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 | $12,855 | $70,121-81.7% | $63,803-79.9% | $138,895-90.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.68% | 946.48%-932.8pp | 543.72%-530.0pp | 145.39%-131.7pp |
| Employer contribution / active EE | $7,607 | $2,882+163.9% | $2,532+200.4% | $4,194+81.4% |
| Participant deferral / active EE | $7,656 | $4,535+68.8% | $3,843+99.2% | $6,396+19.7% |
| Admin fee / account holder | $6,709 | $6,738-0.4% | $5,196+29.1% | $12,562-46.6% |