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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 | $10,541 | $96,678-89.1% | $86,640-87.8% | $139,466-92.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.69% | 106.69%-93.0pp | 592.52%-578.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,239 | $3,265-62.1% | $3,024-59.0% | $4,754-73.9% |
| Participant deferral / active EE | $2,882 | $4,837-40.4% | $4,438-35.1% | $6,712-57.1% |
| Admin fee / account holder | $744 | $6,410-88.4% | $5,616-86.8% | $11,409-93.5% |