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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 | $15,705 | $70,121-77.6% | $63,803-75.4% | $138,895-88.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.03% | 946.48%-927.5pp | 543.72%-524.7pp | 145.39%-126.4pp |
| Employer contribution / active EE | $7,549 | $2,882+161.9% | $2,532+198.1% | $4,194+80.0% |
| Participant deferral / active EE | $2,200 | $4,535-51.5% | $3,843-42.8% | $6,396-65.6% |
| Admin fee / account holder | $5,417 | $6,738-19.6% | $5,196+4.2% | $12,562-56.9% |