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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 | $13,745 | $108,701-87.4% | $74,723-81.6% | $152,909-91.0% |
| Participation rate | 80.0% | 65.4%+14.6pp | 54.5%+25.5pp | 82.5%-2.5pp |
| Annual return | 17.51% | 114.12%-96.6pp | 753.18%-735.7pp | 345.46%-328.0pp |
| Employer contribution / active EE | $6,525 | $1,504+333.7% | $1,084+501.8% | $4,764+37.0% |
| Participant deferral / active EE | $3,113 | $2,709+14.9% | $1,962+58.7% | $5,851-46.8% |
| Admin fee / account holder | $19,275 | $4,906+292.9% | $3,335+478.0% | $11,601+66.1% |