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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 | $96,643-48.4% | $86,617-42.4% | $139,456-64.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.32% | 106.57%-82.3pp | 591.91%-567.6pp | 373.45%-349.1pp |
| Employer contribution / active EE | $2,847 | $3,264-12.8% | $3,023-5.8% | $4,753-40.1% |
| Participant deferral / active EE | $17,482 | $4,835+261.6% | $4,437+294.0% | $6,711+160.5% |
| Admin fee / account holder | $1,018 | $6,406-84.1% | $5,613-81.9% | $11,407-91.1% |