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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 | $16,598 | $84,741-80.4% | $75,731-78.1% | $167,553-90.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 199.72%-184.8pp | 104.65%-89.7pp | 478.89%-464.0pp |
| Employer contribution / active EE | $1,116 | $3,230-65.4% | $2,743-59.3% | $4,840-76.9% |
| Participant deferral / active EE | $1,958 | $4,577-57.2% | $3,820-48.8% | $6,343-69.1% |
| Admin fee / account holder | $9,069 | $5,361+69.2% | $3,620+150.5% | $12,316-26.4% |