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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 | $31,460 | $111,785-71.9% | $93,669-66.4% | $145,877-78.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.14% | 203.79%-186.7pp | 133.59%-116.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,469 | $3,096-52.5% | $2,424-39.4% | $4,663-68.5% |
| Participant deferral / active EE | $17,841 | $4,919+262.7% | $4,416+304.0% | $6,691+166.7% |
| Admin fee / account holder | $21,819 | $10,256+112.8% | $8,291+163.2% | $13,402+62.8% |