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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 | $12,007 | $111,785-89.3% | $93,669-87.2% | $145,877-91.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.84% | 203.79%-191.9pp | 133.59%-121.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,646 | $3,096-46.8% | $2,424-32.1% | $4,663-64.7% |
| Participant deferral / active EE | $2,081 | $4,919-57.7% | $4,416-52.9% | $6,691-68.9% |
| Admin fee / account holder | $7,195 | $10,256-29.8% | $8,291-13.2% | $13,402-46.3% |