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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 | $13,187 | $73,518-82.1% | $63,003-79.1% | $147,585-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.17% | 175.46%-162.3pp | 87.59%-74.4pp | 578.57%-565.4pp |
| Employer contribution / active EE | $1,432 | $3,322-56.9% | $2,760-48.1% | $4,876-70.6% |
| Participant deferral / active EE | $1,516 | $4,183-63.8% | $3,329-54.5% | $5,439-72.1% |
| Admin fee / account holder | $5,781 | $5,952-2.9% | $3,600+60.6% | $10,885-46.9% |