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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 | $19,478 | $102,595-81.0% | $94,057-79.3% | $154,746-87.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.28% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,833 | $3,147-10.0% | $2,933-3.4% | $4,379-35.3% |
| Participant deferral / active EE | $4,950 | $5,118-3.3% | $4,709+5.1% | $6,730-26.4% |
| Admin fee / account holder | $2,727 | $7,736-64.7% | $7,244-62.4% | $14,365-81.0% |