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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 | $51,153 | $96,691-47.1% | $86,656-41.0% | $139,487-63.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 36.06% | 106.87%-70.8pp | 593.09%-557.0pp | 373.84%-337.8pp |
| Employer contribution / active EE | $1,397 | $3,267-57.2% | $3,025-53.8% | $4,755-70.6% |
| Participant deferral / active EE | $5,093 | $4,838+5.3% | $4,439+14.7% | $6,713-24.1% |
| Admin fee / account holder | $1,342 | $6,414-79.1% | $5,619-76.1% | $11,407-88.2% |