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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 | $15,074 | $96,678-84.4% | $86,640-82.6% | $139,466-89.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.22% | 106.69%-84.5pp | 592.52%-570.3pp | 373.66%-351.4pp |
| Employer contribution / active EE | $2,744 | $3,265-16.0% | $3,024-9.3% | $4,754-42.3% |
| Participant deferral / active EE | $10,310 | $4,837+113.2% | $4,438+132.3% | $6,712+53.6% |
| Admin fee / account holder | $525 | $6,410-91.8% | $5,616-90.7% | $11,409-95.4% |