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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 | $46,604 | $65,566-28.9% | $86,235-46.0% | $75,177-38.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.61% | 46.07%-26.5pp | 1170.03%-1150.4pp | 160.75%-141.1pp |
| Employer contribution / active EE | $1,246 | $1,553-19.8% | $2,381-47.7% | $2,671-53.3% |
| Participant deferral / active EE | $4,263 | $3,023+41.0% | $3,987+6.9% | $4,126+3.3% |
| Admin fee / account holder | $2,379 | $5,470-56.5% | $6,856-65.3% | $5,651-57.9% |