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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 | $56,600 | $96,678-41.5% | $86,640-34.7% | $139,466-59.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.35% | 106.69%-87.3pp | 592.52%-573.2pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,808 | $3,265-14.0% | $3,024-7.1% | $4,754-40.9% |
| Participant deferral / active EE | $4,127 | $4,837-14.7% | $4,438-7.0% | $6,712-38.5% |
| Admin fee / account holder | $1,158 | $6,410-81.9% | $5,616-79.4% | $11,409-89.8% |