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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 | $31,438 | $96,691-67.5% | $86,656-63.7% | $139,487-77.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 106.87%-91.8pp | 593.09%-578.0pp | 373.84%-358.7pp |
| Employer contribution / active EE | $1,717 | $3,267-47.5% | $3,025-43.3% | $4,755-63.9% |
| Participant deferral / active EE | $2,854 | $4,838-41.0% | $4,439-35.7% | $6,713-57.5% |
| Admin fee / account holder | $1,251 | $6,414-80.5% | $5,619-77.7% | $11,407-89.0% |