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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 | $33,927 | $176,688-80.8% | $130,660-74.0% | $152,897-77.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 28.40% | 2693.08%-2664.7pp | 1709.29%-1680.9pp | 345.43%-317.0pp |
| Employer contribution / active EE | $5,512 | $5,743-4.0% | $4,092+34.7% | $4,764+15.7% |
| Participant deferral / active EE | $6,023 | $4,362+38.1% | $3,603+67.2% | $5,851+2.9% |
| Admin fee / account holder | $4,988 | $7,131-30.1% | $5,463-8.7% | $11,599-57.0% |