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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 | $16,545 | $81,696-79.7% | $70,494-76.5% | $158,982-89.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.21% | 208.70%-199.5pp | 109.16%-99.9pp | 302.99%-293.8pp |
| Employer contribution / active EE | $2,631 | $3,220-18.3% | $2,738-3.9% | $4,763-44.8% |
| Participant deferral / active EE | $4,814 | $4,558+5.6% | $3,711+29.7% | $5,983-19.6% |
| Admin fee / account holder | $104,306 | $6,200+1582.4% | $3,848+2610.7% | $11,252+827.0% |