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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 | $34,095 | $96,678-64.7% | $86,640-60.6% | $139,466-75.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.70% | 106.69%-86.0pp | 592.52%-571.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,406 | $3,265-26.3% | $3,024-20.5% | $4,754-49.4% |
| Participant deferral / active EE | $8,489 | $4,837+75.5% | $4,438+91.3% | $6,712+26.5% |
| Admin fee / account holder | $908 | $6,410-85.8% | $5,616-83.8% | $11,409-92.0% |