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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 | $17,568 | $76,522-77.0% | $56,033-68.6% | $145,884-88.0% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 10.16% | 3014.28%-3004.1pp | 1711.38%-1701.2pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,506 | $2,624-4.5% | $1,954+28.3% | $6,690-62.5% |
| Admin fee / account holder | $2,249 | $3,328-32.4% | $2,827-20.5% | $13,392-83.2% |