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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 | $18,654 | $96,643-80.7% | $86,617-78.5% | $139,456-86.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 19.43% | 106.57%-87.1pp | 591.91%-572.5pp | 373.45%-354.0pp |
| Employer contribution / active EE | $1,694 | $3,264-48.1% | $3,023-44.0% | $4,753-64.4% |
| Participant deferral / active EE | $6,999 | $4,835+44.8% | $4,437+57.7% | $6,711+4.3% |
| Admin fee / account holder | $2,270 | $6,406-64.6% | $5,613-59.6% | $11,407-80.1% |