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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 | $29,595 | $96,643-69.4% | $86,617-65.8% | $139,456-78.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.83% | 106.57%-92.7pp | 591.91%-578.1pp | 373.45%-359.6pp |
| Employer contribution / active EE | $1,473 | $3,264-54.9% | $3,023-51.3% | $4,753-69.0% |
| Participant deferral / active EE | $1,473 | $4,835-69.5% | $4,437-66.8% | $6,711-78.1% |
| Admin fee / account holder | $6,382 | $6,406-0.4% | $5,613+13.7% | $11,407-44.1% |