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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 | $73,546-82.1% | $63,018-79.1% | $147,586-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.17% | 175.56%-162.4pp | 87.62%-74.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,432 | $3,324-56.9% | $2,761-48.1% | $4,876-70.6% |
| Participant deferral / active EE | $1,516 | $4,185-63.8% | $3,330-54.5% | $5,439-72.1% |
| Admin fee / account holder | $5,781 | $5,956-2.9% | $3,601+60.5% | $10,886-46.9% |