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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 | $39,022 | $68,398-42.9% | $94,664-58.8% | $75,173-48.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 24.88% | 616.72%-591.8pp | 156.84%-132.0pp | 160.72%-135.8pp |
| Employer contribution / active EE | $5,156 | $2,701+90.9% | $3,673+40.4% | $2,671+93.0% |
| Participant deferral / active EE | $6,064 | $6,537-7.2% | $7,417-18.2% | $4,126+47.0% |
| Admin fee / account holder | $706 | $5,324-86.7% | $7,222-90.2% | $5,651-87.5% |