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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 | $27,118 | $96,678-72.0% | $86,640-68.7% | $139,466-80.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.41% | 106.69%-87.3pp | 592.52%-573.1pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,258 | $3,265-30.8% | $3,024-25.3% | $4,754-52.5% |
| Participant deferral / active EE | $4,080 | $4,837-15.6% | $4,438-8.1% | $6,712-39.2% |
| Admin fee / account holder | $3,045 | $6,410-52.5% | $5,616-45.8% | $11,409-73.3% |