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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 | $39,670 | $96,691-59.0% | $86,656-54.2% | $139,487-71.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.59% | 106.87%-94.3pp | 593.09%-580.5pp | 373.84%-361.3pp |
| Employer contribution / active EE | $12,248 | $3,267+274.9% | $3,025+304.8% | $4,755+157.6% |
| Participant deferral / active EE | $1,459 | $4,838-69.8% | $4,439-67.1% | $6,713-78.3% |
| Admin fee / account holder | $4,903 | $6,414-23.6% | $5,619-12.7% | $11,407-57.0% |