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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 | $17,385 | $111,785-84.4% | $93,669-81.4% | $145,877-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.46% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,246 | $3,096-59.8% | $2,424-48.6% | $4,663-73.3% |
| Participant deferral / active EE | $3,538 | $4,919-28.1% | $4,416-19.9% | $6,691-47.1% |
| Admin fee / account holder | $1,187 | $10,256-88.4% | $8,291-85.7% | $13,402-91.1% |