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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 | $9,662 | $96,630-90.0% | $86,605-88.8% | $139,427-93.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.88% | 106.48%-92.6pp | 591.39%-577.5pp | 373.27%-359.4pp |
| Employer contribution / active EE | $2,236 | $3,264-31.5% | $3,023-26.0% | $4,752-52.9% |
| Participant deferral / active EE | $4,409 | $4,836-8.8% | $4,438-0.7% | $6,711-34.3% |
| Admin fee / account holder | $2,353 | $6,405-63.3% | $5,611-58.1% | $11,404-79.4% |