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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 | $16,419 | $106,008-84.5% | $92,240-82.2% | $147,586-88.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.39% | 50.05%-35.7pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,618 | $4,333-62.7% | $3,680-56.0% | $4,876-66.8% |
| Participant deferral / active EE | $2,595 | $4,478-42.1% | $3,897-33.4% | $5,439-52.3% |
| Admin fee / account holder | $2,553 | $6,333-59.7% | $5,194-50.9% | $10,886-76.5% |