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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 | $20,311 | $96,643-79.0% | $86,617-76.6% | $139,456-85.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.13% | 106.57%-85.4pp | 591.91%-570.8pp | 373.45%-352.3pp |
| Employer contribution / active EE | $2,041 | $3,264-37.5% | $3,023-32.5% | $4,753-57.1% |
| Participant deferral / active EE | $4,229 | $4,835-12.5% | $4,437-4.7% | $6,711-37.0% |
| Admin fee / account holder | $1,570 | $6,406-75.5% | $5,613-72.0% | $11,407-86.2% |