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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 | $19,586 | $96,678-79.7% | $86,640-77.4% | $139,466-86.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.11% | 106.69%-89.6pp | 592.52%-575.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,811 | $3,265-13.9% | $3,024-7.0% | $4,754-40.9% |
| Participant deferral / active EE | $7,251 | $4,837+49.9% | $4,438+63.4% | $6,712+8.0% |
| Admin fee / account holder | $2,488 | $6,410-61.2% | $5,616-55.7% | $11,409-78.2% |