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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 | $23,731 | $96,691-75.5% | $86,656-72.6% | $139,487-83.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.43% | 106.87%-82.4pp | 593.09%-568.7pp | 373.84%-349.4pp |
| Employer contribution / active EE | $1,896 | $3,267-42.0% | $3,025-37.3% | $4,755-60.1% |
| Participant deferral / active EE | $10,011 | $4,838+106.9% | $4,439+125.5% | $6,713+49.1% |
| Admin fee / account holder | $464 | $6,414-92.8% | $5,619-91.7% | $11,407-95.9% |