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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 | $49,870 | $96,678-48.4% | $86,640-42.4% | $139,466-64.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.32% | 106.69%-82.4pp | 592.52%-568.2pp | 373.66%-349.3pp |
| Employer contribution / active EE | $2,847 | $3,265-12.8% | $3,024-5.9% | $4,754-40.1% |
| Participant deferral / active EE | $17,482 | $4,837+261.4% | $4,438+293.9% | $6,712+160.5% |
| Admin fee / account holder | $1,018 | $6,410-84.1% | $5,616-81.9% | $11,409-91.1% |