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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 | $31,378 | $106,005-70.4% | $92,239-66.0% | $147,585-78.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.79% | 50.05%-23.3pp | 176.29%-149.5pp | 578.58%-551.8pp |
| Employer contribution / active EE | $2,439 | $4,333-43.7% | $3,680-33.7% | $4,876-50.0% |
| Participant deferral / active EE | $8,534 | $4,478+90.6% | $3,897+119.0% | $5,439+56.9% |
| Admin fee / account holder | $402 | $6,333-93.7% | $5,194-92.3% | $10,886-96.3% |