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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 | $38,849 | $96,678-59.8% | $86,640-55.2% | $139,466-72.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.26% | 106.69%-91.4pp | 592.52%-577.3pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,574 | $3,265-21.2% | $3,024-14.9% | $4,754-45.8% |
| Participant deferral / active EE | $3,622 | $4,837-25.1% | $4,438-18.4% | $6,712-46.0% |
| Admin fee / account holder | $696 | $6,410-89.1% | $5,616-87.6% | $11,409-93.9% |