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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 | $49,795 | $108,685-54.2% | $74,719-33.4% | $152,885-67.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 23.65% | 114.09%-90.4pp | 753.05%-729.4pp | 345.39%-321.7pp |
| Employer contribution / active EE | $5,096 | $1,504+238.8% | $1,084+370.0% | $4,763+7.0% |
| Participant deferral / active EE | $16,115 | $2,712+494.2% | $1,963+720.8% | $5,851+175.4% |
| Admin fee / account holder | $505 | $4,905-89.7% | $3,334-84.9% | $11,598-95.7% |