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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 | $47,097 | $96,691-51.3% | $86,656-45.7% | $139,487-66.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.29% | 106.87%-94.6pp | 593.09%-580.8pp | 373.84%-361.6pp |
| Employer contribution / active EE | $6,225 | $3,267+90.6% | $3,025+105.8% | $4,755+30.9% |
| Participant deferral / active EE | $3,636 | $4,838-24.8% | $4,439-18.1% | $6,713-45.8% |
| Admin fee / account holder | $772 | $6,414-88.0% | $5,619-86.3% | $11,407-93.2% |