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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 | $34,910 | $106,008-67.1% | $92,240-62.2% | $147,586-76.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.74% | 50.05%-38.3pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,117 | $4,333-74.2% | $3,680-69.6% | $4,876-77.1% |
| Participant deferral / active EE | $1,366 | $4,478-69.5% | $3,897-65.0% | $5,439-74.9% |
| Admin fee / account holder | $2,485 | $6,333-60.8% | $5,194-52.1% | $10,886-77.2% |