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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 | $11,191 | $96,643-88.4% | $86,617-87.1% | $139,456-92.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.74% | 106.57%-90.8pp | 591.91%-576.2pp | 373.45%-357.7pp |
| Employer contribution / active EE | $2,325 | $3,264-28.8% | $3,023-23.1% | $4,753-51.1% |
| Participant deferral / active EE | $4,384 | $4,835-9.3% | $4,437-1.2% | $6,711-34.7% |
| Admin fee / account holder | $622 | $6,406-90.3% | $5,613-88.9% | $11,407-94.5% |