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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 | $70,012 | $96,691-27.6% | $86,656-19.2% | $139,487-49.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.64% | 106.87%-84.2pp | 593.09%-570.4pp | 373.84%-351.2pp |
| Employer contribution / active EE | $1,024 | $3,267-68.7% | $3,025-66.2% | $4,755-78.5% |
| Participant deferral / active EE | $27,000 | $4,838+458.1% | $4,439+508.2% | $6,713+302.2% |
| Admin fee / account holder | $1,157 | $6,414-82.0% | $5,619-79.4% | $11,407-89.9% |