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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 | $25,260 | $57,305-55.9% | $86,640-70.8% | $75,173-66.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.03% | 2674.24%-2651.2pp | 592.52%-569.5pp | 160.72%-137.7pp |
| Employer contribution / active EE | $2,490 | $2,316+7.5% | $3,024-17.7% | $2,671-6.8% |
| Participant deferral / active EE | $4,686 | $3,320+41.2% | $4,438+5.6% | $4,126+13.6% |
| Admin fee / account holder | $2,461 | $4,116-40.2% | $5,616-56.2% | $5,651-56.4% |