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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 | $30,253 | $65,566-53.9% | $86,235-64.9% | $75,177-59.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 21.72% | 46.07%-24.4pp | 1170.03%-1148.3pp | 160.75%-139.0pp |
| Employer contribution / active EE | $3,037 | $1,553+95.5% | $2,381+27.5% | $2,671+13.7% |
| Participant deferral / active EE | $3,838 | $3,023+27.0% | $3,987-3.7% | $4,126-7.0% |
| Admin fee / account holder | $1,335 | $5,470-75.6% | $6,856-80.5% | $5,651-76.4% |