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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 | $14,150 | $96,678-85.4% | $86,640-83.7% | $139,466-89.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.66% | 106.69%-91.0pp | 592.52%-576.9pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,077 | $3,265-36.4% | $3,024-31.3% | $4,754-56.3% |
| Participant deferral / active EE | $4,689 | $4,837-3.1% | $4,438+5.7% | $6,712-30.1% |
| Admin fee / account holder | $2,422 | $6,410-62.2% | $5,616-56.9% | $11,409-78.8% |