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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 | $5,235 | $81,749-93.6% | $58,544-91.1% | $139,456-96.2% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 28.92% | 7425.45%-7396.5pp | 4249.56%-4220.6pp | 373.45%-344.5pp |
| Employer contribution / active EE | $2,228 | $1,398+59.3% | $1,053+111.5% | $4,753-53.1% |
| Participant deferral / active EE | $2,948 | $2,555+15.4% | $1,923+53.3% | $6,711-56.1% |
| Admin fee / account holder | $339 | $3,272-89.6% | $2,520-86.6% | $11,407-97.0% |