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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 | $29,394 | $96,643-69.6% | $86,617-66.1% | $139,456-78.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.86% | 106.57%-95.7pp | 591.91%-581.0pp | 373.45%-362.6pp |
| Employer contribution / active EE | $2,136 | $3,264-34.6% | $3,023-29.4% | $4,753-55.1% |
| Participant deferral / active EE | $3,098 | $4,835-35.9% | $4,437-30.2% | $6,711-53.8% |
| Admin fee / account holder | $18,999 | $6,406+196.6% | $5,613+238.5% | $11,407+66.6% |