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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 | $17,249 | $57,305-69.9% | $86,640-80.1% | $75,173-77.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.75% | 2674.24%-2654.5pp | 592.52%-572.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $4,066 | $2,316+75.5% | $3,024+34.4% | $2,671+52.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,123 | $4,116-72.7% | $5,616-80.0% | $5,651-80.1% |