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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 | $16,714 | $96,691-82.7% | $86,656-80.7% | $139,487-88.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.98% | 106.87%-92.9pp | 593.09%-579.1pp | 373.84%-359.9pp |
| Employer contribution / active EE | $1,537 | $3,267-53.0% | $3,025-49.2% | $4,755-67.7% |
| Participant deferral / active EE | $3,073 | $4,838-36.5% | $4,439-30.8% | $6,713-54.2% |
| Admin fee / account holder | $2,787 | $6,414-56.6% | $5,619-50.4% | $11,407-75.6% |