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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 | $40,219 | $106,008-62.1% | $92,240-56.4% | $147,586-72.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.76% | 50.05%-34.3pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $906 | $4,333-79.1% | $3,680-75.4% | $4,876-81.4% |
| Participant deferral / active EE | $3,001 | $4,478-33.0% | $3,897-23.0% | $5,439-44.8% |
| Admin fee / account holder | $16,806 | $6,333+165.4% | $5,194+223.6% | $10,886+54.4% |