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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 | $46,904 | $96,691-51.5% | $86,656-45.9% | $139,487-66.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.33% | 106.87%-86.5pp | 593.09%-572.8pp | 373.84%-353.5pp |
| Employer contribution / active EE | $3,888 | $3,267+19.0% | $3,025+28.5% | $4,755-18.2% |
| Participant deferral / active EE | $5,542 | $4,838+14.6% | $4,439+24.8% | $6,713-17.4% |
| Admin fee / account holder | $701 | $6,414-89.1% | $5,619-87.5% | $11,407-93.9% |