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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 | $26,361 | $96,643-72.7% | $86,617-69.6% | $139,456-81.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.62% | 106.57%-95.0pp | 591.91%-580.3pp | 373.45%-361.8pp |
| Employer contribution / active EE | $1,830 | $3,264-43.9% | $3,023-39.5% | $4,753-61.5% |
| Participant deferral / active EE | $1,550 | $4,835-67.9% | $4,437-65.1% | $6,711-76.9% |
| Admin fee / account holder | $10,526 | $6,406+64.3% | $5,613+87.5% | $11,407-7.7% |