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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 | $11,118 | $96,691-88.5% | $86,656-87.2% | $139,487-92.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.11% | 106.87%-93.8pp | 593.09%-580.0pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,148 | $3,267-64.9% | $3,025-62.1% | $4,755-75.9% |
| Participant deferral / active EE | $2,059 | $4,838-57.4% | $4,439-53.6% | $6,713-69.3% |
| Admin fee / account holder | $2,475 | $6,414-61.4% | $5,619-56.0% | $11,407-78.3% |