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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 | $11,701 | $136,214-91.4% | $98,775-88.2% | $167,536-93.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 17.46% | 67.53%-50.1pp | 49.92%-32.5pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,740 | $2,631-33.9% | $2,067-15.8% | $4,839-64.0% |
| Participant deferral / active EE | $3,100 | $3,716-16.6% | $3,035+2.1% | $6,342-51.1% |
| Admin fee / account holder | $540 | $5,031-89.3% | $4,076-86.8% | $12,315-95.6% |