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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 | $81,736 | $96,691-15.5% | $86,656-5.7% | $139,487-41.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.09% | 106.87%-91.8pp | 593.09%-578.0pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,587 | $3,267-51.4% | $3,025-47.5% | $4,755-66.6% |
| Participant deferral / active EE | $7,321 | $4,838+51.3% | $4,439+64.9% | $6,713+9.1% |
| Admin fee / account holder | $896 | $6,414-86.0% | $5,619-84.1% | $11,407-92.1% |