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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 | $19,138 | $96,643-80.2% | $86,617-77.9% | $139,456-86.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.42% | 106.57%-87.1pp | 591.91%-572.5pp | 373.45%-354.0pp |
| Employer contribution / active EE | $2,787 | $3,264-14.6% | $3,023-7.8% | $4,753-41.4% |
| Participant deferral / active EE | $3,397 | $4,835-29.7% | $4,437-23.4% | $6,711-49.4% |
| Admin fee / account holder | $417 | $6,406-93.5% | $5,613-92.6% | $11,407-96.3% |