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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 | $46,348 | $76,519-39.4% | $56,025-17.3% | $145,897-68.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 26.20% | 3017.03%-2990.8pp | 1712.69%-1686.5pp | 552.29%-526.1pp |
| Employer contribution / active EE | $3,864 | $1,383+179.3% | $1,042+270.9% | $4,663-17.1% |
| Participant deferral / active EE | $19,344 | $2,624+637.1% | $1,955+889.7% | $6,689+189.2% |
| Admin fee / account holder | $1,435 | $3,331-56.9% | $2,828-49.3% | $13,390-89.3% |