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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 | $75,827 | $68,097+11.4% | $62,929+20.5% | $137,256-44.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 51.93% | 1859.11%-1807.2pp | 1063.93%-1012.0pp | 220.34%-168.4pp |
| Employer contribution / active EE | $2,328 | $2,811-17.2% | $2,505-7.1% | $4,156-44.0% |
| Participant deferral / active EE | $15,600 | $4,553+242.7% | $3,888+301.2% | $6,407+143.5% |
| Admin fee / account holder | $694 | $6,521-89.4% | $5,065-86.3% | $12,270-94.3% |