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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 | $33,270 | $234,190-85.8% | $180,320-81.5% | $198,609-83.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 12.11% | 1057.44%-1045.3pp | 778.54%-766.4pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,133 | $5,258-78.5% | $4,108-72.4% | $5,055-77.6% |
| Participant deferral / active EE | $9,535 | $4,988+91.1% | $4,304+121.5% | $6,977+36.7% |
| Admin fee / account holder | $5,507 | $12,558-56.1% | $10,000-44.9% | $19,030-71.1% |