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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 | $68,516 | $108,695-37.0% | $74,722-8.3% | $152,897-55.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 20.59% | 114.11%-93.5pp | 753.11%-732.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,831 | $1,504+88.2% | $1,084+161.1% | $4,764-40.6% |
| Participant deferral / active EE | $12,664 | $2,712+367.0% | $1,963+545.1% | $5,851+116.4% |
| Admin fee / account holder | $353 | $4,906-92.8% | $3,335-89.4% | $11,599-97.0% |