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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 | $34,929 | $96,643-63.9% | $86,617-59.7% | $139,456-75.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.35% | 106.57%-85.2pp | 591.91%-570.6pp | 373.45%-352.1pp |
| Employer contribution / active EE | $5,685 | $3,264+74.1% | $3,023+88.0% | $4,753+19.6% |
| Participant deferral / active EE | $13,721 | $4,835+183.8% | $4,437+209.2% | $6,711+104.4% |
| Admin fee / account holder | $1,195 | $6,406-81.3% | $5,613-78.7% | $11,407-89.5% |