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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 | $22,120 | $96,678-77.1% | $86,640-74.5% | $139,466-84.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.81% | 106.69%-88.9pp | 592.52%-574.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $1,430 | $3,265-56.2% | $3,024-52.7% | $4,754-69.9% |
| Participant deferral / active EE | $3,920 | $4,837-19.0% | $4,438-11.7% | $6,712-41.6% |
| Admin fee / account holder | $322 | $6,410-95.0% | $5,616-94.3% | $11,409-97.2% |