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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 | $15,677 | $96,678-83.8% | $86,640-81.9% | $139,466-88.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.94% | 106.69%-84.7pp | 592.52%-570.6pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,354 | $3,265-58.5% | $3,024-55.2% | $4,754-71.5% |
| Participant deferral / active EE | $3,277 | $4,837-32.2% | $4,438-26.2% | $6,712-51.2% |
| Admin fee / account holder | $498 | $6,410-92.2% | $5,616-91.1% | $11,409-95.6% |