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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 | $19,520 | $106,008-81.6% | $92,240-78.8% | $147,586-86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 37.57% | 50.05%-12.5pp | 176.29%-138.7pp | 578.59%-541.0pp |
| Employer contribution / active EE | $1,532 | $4,333-64.7% | $3,680-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $2,217 | $4,478-50.5% | $3,897-43.1% | $5,439-59.2% |
| Admin fee / account holder | $1,232 | $6,333-80.5% | $5,194-76.3% | $10,886-88.7% |