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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 | $11,796 | $96,678-87.8% | $86,640-86.4% | $139,466-91.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.53% | 106.69%-81.2pp | 592.52%-567.0pp | 373.66%-348.1pp |
| Employer contribution / active EE | $3,022 | $3,265-7.5% | $3,024-0.1% | $4,754-36.4% |
| Participant deferral / active EE | $3,562 | $4,837-26.4% | $4,438-19.7% | $6,712-46.9% |
| Admin fee / account holder | $455 | $6,410-92.9% | $5,616-91.9% | $11,409-96.0% |