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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 | $17,859 | $109,905-83.8% | $98,506-81.9% | $167,553-89.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.31% | 1960.20%-1949.9pp | 1494.92%-1484.6pp | 478.89%-468.6pp |
| Employer contribution / active EE | $1,377 | $3,226-57.3% | $2,961-53.5% | $4,840-71.6% |
| Participant deferral / active EE | $3,317 | $4,674-29.0% | $4,277-22.4% | $6,343-47.7% |
| Admin fee / account holder | $10,843 | $6,760+60.4% | $5,955+82.1% | $12,316-12.0% |