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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 | $25,871 | $56,134-53.9% | $96,171-73.1% | $85,847-69.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 54.14% | 42.30%+11.8pp | 192.04%-137.9pp | 318.61%-264.5pp |
| Employer contribution / active EE | $3,200 | $1,620+97.5% | $2,799+14.3% | $2,565+24.8% |
| Participant deferral / active EE | $5,717 | $2,858+100.1% | $4,350+31.4% | $3,952+44.7% |
| Admin fee / account holder | $1,058 | $3,769-71.9% | $5,538-80.9% | $6,261-83.1% |