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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 | $25,349 | $84,685-70.1% | $73,836-65.7% | $125,389-79.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 22.82% | 3123.80%-3101.0pp | 2268.06%-2245.2pp | 282.24%-259.4pp |
| Employer contribution / active EE | $1,998 | $3,123-36.0% | $2,787-28.3% | $4,866-59.0% |
| Participant deferral / active EE | $1,462 | $3,993-63.4% | $3,583-59.2% | $5,352-72.7% |
| Admin fee / account holder | $11,604 | $5,694+103.8% | $4,882+137.7% | $9,541+21.6% |