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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 | $29,775 | $109,905-72.9% | $98,506-69.8% | $167,553-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.85% | 1960.20%-1946.3pp | 1494.92%-1481.1pp | 478.89%-465.0pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,921 | $4,674+26.7% | $4,277+38.4% | $6,343-6.6% |
| Admin fee / account holder | $4,718 | $6,760-30.2% | $5,955-20.8% | $12,316-61.7% |