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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 | $17,150 | $96,691-82.3% | $86,656-80.2% | $139,487-87.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.09% | 106.87%-91.8pp | 593.09%-578.0pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,545 | $3,267-52.7% | $3,025-48.9% | $4,755-67.5% |
| Participant deferral / active EE | $2,326 | $4,838-51.9% | $4,439-47.6% | $6,713-65.4% |
| Admin fee / account holder | $2,236 | $6,414-65.1% | $5,619-60.2% | $11,407-80.4% |