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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 | $25,317 | $114,047-77.8% | $96,144-73.7% | $167,497-84.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.07% | 189.89%-177.8pp | 191.96%-179.9pp | 478.62%-466.5pp |
| Employer contribution / active EE | $2,935 | $3,427-14.3% | $2,797+5.0% | $4,838-39.3% |
| Participant deferral / active EE | $3,120 | $5,194-39.9% | $4,349-28.3% | $6,341-50.8% |
| Admin fee / account holder | $1,353 | $6,897-80.4% | $5,537-75.6% | $12,310-89.0% |