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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 | $7,790 | $96,691-91.9% | $86,656-91.0% | $139,487-94.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 16.52% | 106.87%-90.3pp | 593.09%-576.6pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,915 | $3,267-41.4% | $3,025-36.7% | $4,755-59.7% |
| Participant deferral / active EE | $2,043 | $4,838-57.8% | $4,439-54.0% | $6,713-69.6% |
| Admin fee / account holder | $1,206 | $6,414-81.2% | $5,619-78.5% | $11,407-89.4% |