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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 | $24,819 | $88,815-72.1% | $81,882-69.7% | $145,897-83.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.53% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,492 | $3,086+45.5% | $2,916+54.0% | $4,663-3.7% |
| Participant deferral / active EE | $6,933 | $4,647+49.2% | $4,323+60.4% | $6,689+3.6% |
| Admin fee / account holder | $3,527 | $8,434-58.2% | $7,360-52.1% | $13,390-73.7% |