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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 | $36,781 | $99,011-62.9% | $86,582-57.5% | $147,586-75.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.98% | 1312.75%-1295.8pp | 965.08%-948.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,554 | $3,132-50.4% | $2,839-45.3% | $4,876-68.1% |
| Participant deferral / active EE | $1,404 | $3,972-64.7% | $3,609-61.1% | $5,439-74.2% |
| Admin fee / account holder | $12,253 | $5,709+114.6% | $4,904+149.9% | $10,886+12.6% |