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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 | $25,174 | $106,003-76.3% | $92,236-72.7% | $147,585-82.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.77% | 50.05%-35.3pp | 176.29%-161.5pp | 578.57%-563.8pp |
| Employer contribution / active EE | $1,164 | $4,333-73.1% | $3,679-68.4% | $4,876-76.1% |
| Participant deferral / active EE | $1,371 | $4,478-69.4% | $3,897-64.8% | $5,439-74.8% |
| Admin fee / account holder | $397 | $6,333-93.7% | $5,194-92.4% | $10,885-96.4% |