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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 | $12,498 | $111,878-88.8% | $93,727-86.7% | $145,897-91.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.00% | 204.28%-184.3pp | 133.83%-113.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $2,507 | $3,092-18.9% | $2,421+3.5% | $4,663-46.2% |
| Participant deferral / active EE | $3,344 | $4,920-32.0% | $4,417-24.3% | $6,689-50.0% |
| Admin fee / account holder | $1,589 | $10,256-84.5% | $8,292-80.8% | $13,390-88.1% |