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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 | $96,678-86.8% | $86,640-85.3% | $139,466-90.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.90% | 106.69%-87.8pp | 592.52%-573.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,244 | $3,265-31.3% | $3,024-25.8% | $4,754-52.8% |
| Participant deferral / active EE | $3,756 | $4,837-22.4% | $4,438-15.4% | $6,712-44.0% |
| Admin fee / account holder | $7,296 | $6,410+13.8% | $5,616+29.9% | $11,409-36.1% |