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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 | $27,095 | $167,030-83.8% | $135,768-80.0% | $155,188-82.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.19% | 678.39%-667.2pp | 526.10%-514.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $8,072 | $4,132+95.3% | $3,394+137.8% | $4,248+90.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,193 | $8,172-36.5% | $7,048-26.3% | $14,480-64.1% |