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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 | $22,156 | $106,905-79.3% | $84,020-73.6% | $152,885-85.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 57.95% | 105.00%-47.1pp | 71.31%-13.4pp | 345.39%-287.4pp |
| Employer contribution / active EE | $1,725 | $2,735-36.9% | $1,984-13.0% | $4,763-63.8% |
| Participant deferral / active EE | $35,661 | $4,012+788.9% | $3,239+1001.0% | $5,851+509.5% |
| Admin fee / account holder | $520 | $8,287-93.7% | $6,101-91.5% | $11,598-95.5% |