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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 | $12,665 | $96,691-86.9% | $86,656-85.4% | $139,487-90.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.47% | 106.87%-91.4pp | 593.09%-577.6pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,108 | $3,267-35.5% | $3,025-30.3% | $4,755-55.7% |
| Participant deferral / active EE | $1,398 | $4,838-71.1% | $4,439-68.5% | $6,713-79.2% |
| Admin fee / account holder | $2,644 | $6,414-58.8% | $5,619-52.9% | $11,407-76.8% |