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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 | $26,456 | $106,001-75.0% | $92,235-71.3% | $147,585-82.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.17% | 50.05%-38.9pp | 176.28%-165.1pp | 578.56%-567.4pp |
| Employer contribution / active EE | $1,527 | $4,333-64.8% | $3,679-58.5% | $4,876-68.7% |
| Participant deferral / active EE | $1,527 | $4,478-65.9% | $3,897-60.8% | $5,439-71.9% |
| Admin fee / account holder | $12,523 | $6,332+97.8% | $5,194+141.1% | $10,885+15.0% |