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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 | $14,119 | $28,624-50.7% | $53,647-73.7% | $82,637-82.9% |
| Participation rate | 95.5% | 47.3%+48.2pp | 56.3%+39.2pp | 68.1%+27.4pp |
| Annual return | 40.69% | 664.98%-624.3pp | 358.33%-317.6pp | 53.51%-12.8pp |
| Employer contribution / active EE | $2,067 | $637+224.6% | $962+114.8% | $2,552-19.0% |
| Participant deferral / active EE | $3,776 | $1,196+215.7% | $1,813+108.3% | $4,126-8.5% |
| Admin fee / account holder | $885 | $2,022-56.2% | $2,460-64.0% | $7,339-87.9% |