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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 | $19,195 | $73,546-73.9% | $63,018-69.5% | $147,586-87.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 28.57% | 175.56%-147.0pp | 87.62%-59.1pp | 578.59%-550.0pp |
| Employer contribution / active EE | $3,226 | $3,324-2.9% | $2,761+16.9% | $4,876-33.8% |
| Participant deferral / active EE | $5,836 | $4,185+39.5% | $3,330+75.3% | $5,439+7.3% |
| Admin fee / account holder | $2,695 | $5,956-54.8% | $3,601-25.2% | $10,886-75.2% |