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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 | $7,346 | $96,678-92.4% | $86,640-91.5% | $139,466-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.12% | 106.69%-81.6pp | 592.52%-567.4pp | 373.66%-348.5pp |
| Employer contribution / active EE | $2,172 | $3,265-33.5% | $3,024-28.2% | $4,754-54.3% |
| Participant deferral / active EE | $2,564 | $4,837-47.0% | $4,438-42.2% | $6,712-61.8% |
| Admin fee / account holder | $484 | $6,410-92.5% | $5,616-91.4% | $11,409-95.8% |