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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 | $96,678-69.6% | $86,640-66.1% | $139,466-78.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.86% | 106.69%-95.8pp | 592.52%-581.7pp | 373.66%-362.8pp |
| Employer contribution / active EE | $2,136 | $3,265-34.6% | $3,024-29.4% | $4,754-55.1% |
| Participant deferral / active EE | $3,098 | $4,837-35.9% | $4,438-30.2% | $6,712-53.8% |
| Admin fee / account holder | $18,999 | $6,410+196.4% | $5,616+238.3% | $11,409+66.5% |