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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 | $27,226 | $106,008-74.3% | $92,240-70.5% | $147,586-81.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.12% | 50.05%-37.9pp | 176.29%-164.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,750 | $4,333-59.6% | $3,680-52.4% | $4,876-64.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,506 | $6,333-60.4% | $5,194-51.8% | $10,886-77.0% |