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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 | $72,011 | $96,691-25.5% | $86,656-16.9% | $139,487-48.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.98% | 106.87%-88.9pp | 593.09%-575.1pp | 373.84%-355.9pp |
| Employer contribution / active EE | $3,286 | $3,267+0.6% | $3,025+8.6% | $4,755-30.9% |
| Participant deferral / active EE | $13,168 | $4,838+172.2% | $4,439+196.6% | $6,713+96.2% |
| Admin fee / account holder | $339 | $6,414-94.7% | $5,619-94.0% | $11,407-97.0% |