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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 | $23,880 | $96,678-75.3% | $86,640-72.4% | $139,466-82.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 74.53% | 106.69%-32.2pp | 592.52%-518.0pp | 373.66%-299.1pp |
| Employer contribution / active EE | $1,558 | $3,265-52.3% | $3,024-48.5% | $4,754-67.2% |
| Participant deferral / active EE | $8,327 | $4,837+72.2% | $4,438+87.6% | $6,712+24.1% |
| Admin fee / account holder | $362 | $6,410-94.3% | $5,616-93.5% | $11,409-96.8% |