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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 | $13,166 | $96,678-86.4% | $86,640-84.8% | $139,466-90.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.36% | 106.69%-83.3pp | 592.52%-569.2pp | 373.66%-350.3pp |
| Employer contribution / active EE | $2,521 | $3,265-22.8% | $3,024-16.6% | $4,754-47.0% |
| Participant deferral / active EE | $6,935 | $4,837+43.4% | $4,438+56.3% | $6,712+3.3% |
| Admin fee / account holder | $660 | $6,410-89.7% | $5,616-88.3% | $11,409-94.2% |