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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 | $17,399 | $106,008-83.6% | $92,240-81.1% | $147,586-88.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 30.96% | 50.05%-19.1pp | 176.29%-145.3pp | 578.59%-547.6pp |
| Employer contribution / active EE | $2,465 | $4,333-43.1% | $3,680-33.0% | $4,876-49.5% |
| Participant deferral / active EE | $7,697 | $4,478+71.9% | $3,897+97.5% | $5,439+41.5% |
| Admin fee / account holder | $3,183 | $6,333-49.7% | $5,194-38.7% | $10,886-70.8% |