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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 | $12,768 | $96,643-86.8% | $86,617-85.3% | $139,456-90.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.90% | 106.57%-87.7pp | 591.91%-573.0pp | 373.45%-354.6pp |
| Employer contribution / active EE | $2,244 | $3,264-31.3% | $3,023-25.8% | $4,753-52.8% |
| Participant deferral / active EE | $3,756 | $4,835-22.3% | $4,437-15.4% | $6,711-44.0% |
| Admin fee / account holder | $7,296 | $6,406+13.9% | $5,613+30.0% | $11,407-36.0% |