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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 | $35,237 | $106,008-66.8% | $92,240-61.8% | $147,586-76.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 33.67% | 50.05%-16.4pp | 176.29%-142.6pp | 578.59%-544.9pp |
| Employer contribution / active EE | $1,877 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $2,190 | $4,478-51.1% | $3,897-43.8% | $5,439-59.7% |
| Admin fee / account holder | $526 | $6,333-91.7% | $5,194-89.9% | $10,886-95.2% |