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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 | $34,431 | $106,005-67.5% | $92,239-62.7% | $147,585-76.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.27% | 50.05%-34.8pp | 176.29%-161.0pp | 578.58%-563.3pp |
| Employer contribution / active EE | $2,089 | $4,333-51.8% | $3,680-43.2% | $4,876-57.2% |
| Participant deferral / active EE | $8,147 | $4,478+81.9% | $3,897+109.1% | $5,439+49.8% |
| Admin fee / account holder | $14,286 | $6,333+125.6% | $5,194+175.0% | $10,886+31.2% |