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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 | $26,296 | $88,778-70.4% | $81,844-67.9% | $145,884-82.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.70% | 1033.03%-1016.3pp | 778.87%-762.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,446 | $3,087-20.8% | $2,916-16.1% | $4,662-47.5% |
| Participant deferral / active EE | $5,571 | $4,648+19.8% | $4,323+28.8% | $6,690-16.7% |
| Admin fee / account holder | $6,531 | $8,430-22.5% | $7,355-11.2% | $13,392-51.2% |