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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 | $8,372 | $96,678-91.3% | $86,640-90.3% | $139,466-94.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.52% | 106.69%-94.2pp | 592.52%-580.0pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,793 | $3,265-45.1% | $3,024-40.7% | $4,754-62.3% |
| Participant deferral / active EE | $4,198 | $4,837-13.2% | $4,438-5.4% | $6,712-37.5% |
| Admin fee / account holder | $2,346 | $6,410-63.4% | $5,616-58.2% | $11,409-79.4% |