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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 | $16,704 | $106,008-84.2% | $92,240-81.9% | $147,586-88.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.81% | 50.05%-26.2pp | 176.29%-152.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $1,303 | $4,333-69.9% | $3,680-64.6% | $4,876-73.3% |
| Participant deferral / active EE | $10,265 | $4,478+129.2% | $3,897+163.4% | $5,439+88.7% |
| Admin fee / account holder | $1,089 | $6,333-82.8% | $5,194-79.0% | $10,886-90.0% |