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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 | $31,107 | $234,190-86.7% | $180,320-82.7% | $198,609-84.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 15.10% | 1057.44%-1042.3pp | 778.54%-763.4pp | 202.70%-187.6pp |
| Employer contribution / active EE | $2,241 | $5,258-57.4% | $4,108-45.5% | $5,055-55.7% |
| Participant deferral / active EE | $16,479 | $4,988+230.3% | $4,304+282.8% | $6,977+136.2% |
| Admin fee / account holder | $9,614 | $12,558-23.4% | $10,000-3.9% | $19,030-49.5% |