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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 | $69,719 | $96,691-27.9% | $86,656-19.5% | $139,487-50.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.29% | 106.87%-93.6pp | 593.09%-579.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $2,913 | $3,267-10.8% | $3,025-3.7% | $4,755-38.7% |
| Participant deferral / active EE | $1,255 | $4,838-74.1% | $4,439-71.7% | $6,713-81.3% |
| Admin fee / account holder | $24,198 | $6,414+277.3% | $5,619+330.7% | $11,407+112.1% |