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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 | $17,926 | $96,678-81.5% | $86,640-79.3% | $139,466-87.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 34.75% | 106.69%-71.9pp | 592.52%-557.8pp | 373.66%-338.9pp |
| Employer contribution / active EE | $3,064 | $3,265-6.2% | $3,024+1.3% | $4,754-35.5% |
| Participant deferral / active EE | $7,978 | $4,837+65.0% | $4,438+79.8% | $6,712+18.9% |
| Admin fee / account holder | $640 | $6,410-90.0% | $5,616-88.6% | $11,409-94.4% |