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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 | $53,555 | $96,678-44.6% | $86,640-38.2% | $139,466-61.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.13% | 106.69%-94.6pp | 592.52%-580.4pp | 373.66%-361.5pp |
| Employer contribution / active EE | $2,001 | $3,265-38.7% | $3,024-33.8% | $4,754-57.9% |
| Participant deferral / active EE | $4,876 | $4,837+0.8% | $4,438+9.9% | $6,712-27.4% |
| Admin fee / account holder | $425 | $6,410-93.4% | $5,616-92.4% | $11,409-96.3% |