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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 | $26,701 | $73,518-63.7% | $63,003-57.6% | $147,585-81.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.93% | 175.46%-159.5pp | 87.59%-71.7pp | 578.57%-562.6pp |
| Employer contribution / active EE | $2,507 | $3,322-24.5% | $2,760-9.2% | $4,876-48.6% |
| Participant deferral / active EE | $5,753 | $4,183+37.5% | $3,329+72.8% | $5,439+5.8% |
| Admin fee / account holder | $367 | $5,952-93.8% | $3,600-89.8% | $10,885-96.6% |