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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 | $58,324 | $96,678-39.7% | $86,640-32.7% | $139,466-58.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.88% | 106.69%-89.8pp | 592.52%-575.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,619 | $3,265+10.8% | $3,024+19.7% | $4,754-23.9% |
| Participant deferral / active EE | $11,335 | $4,837+134.4% | $4,438+155.4% | $6,712+68.9% |
| Admin fee / account holder | $972 | $6,410-84.8% | $5,616-82.7% | $11,409-91.5% |