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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 | $26,166 | $57,305-54.3% | $86,640-69.8% | $75,173-65.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.88% | 2674.24%-2654.4pp | 592.52%-572.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $856 | $2,316-63.0% | $3,024-71.7% | $2,671-67.9% |
| Participant deferral / active EE | $2,391 | $3,320-28.0% | $4,438-46.1% | $4,126-42.0% |
| Admin fee / account holder | $8,016 | $4,116+94.7% | $5,616+42.7% | $5,651+41.9% |