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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 | $6,774 | $96,643-93.0% | $86,617-92.2% | $139,456-95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.04% | 106.57%-85.5pp | 591.91%-570.9pp | 373.45%-352.4pp |
| Employer contribution / active EE | $886 | $3,264-72.9% | $3,023-70.7% | $4,753-81.4% |
| Participant deferral / active EE | $4,647 | $4,835-3.9% | $4,437+4.7% | $6,711-30.8% |
| Admin fee / account holder | $1,900 | $6,406-70.3% | $5,613-66.1% | $11,407-83.3% |