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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 | $11,319 | $96,678-88.3% | $86,640-86.9% | $139,466-91.9% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.0pp | 80.3%+13.4pp |
| Annual return | 12.90% | 106.69%-93.8pp | 592.52%-579.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,821 | $3,265-44.2% | $3,024-39.8% | $4,754-61.7% |
| Participant deferral / active EE | $3,750 | $4,837-22.5% | $4,438-15.5% | $6,712-44.1% |
| Admin fee / account holder | $1,250 | $6,410-80.5% | $5,616-77.7% | $11,409-89.0% |