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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 | $20,500 | $96,691-78.8% | $86,656-76.3% | $139,487-85.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.35% | 106.87%-95.5pp | 593.09%-581.7pp | 373.84%-362.5pp |
| Employer contribution / active EE | $3,047 | $3,267-6.7% | $3,025+0.7% | $4,755-35.9% |
| Participant deferral / active EE | $3,171 | $4,838-34.5% | $4,439-28.6% | $6,713-52.8% |
| Admin fee / account holder | $15,042 | $6,414+134.5% | $5,619+167.7% | $11,407+31.9% |