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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 | $58,424 | $76,522-23.7% | $56,033+4.3% | $145,884-60.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.18% | 3014.28%-3001.1pp | 1711.38%-1698.2pp | 551.85%-538.7pp |
| Employer contribution / active EE | $6,082 | $1,382+340.0% | $1,041+484.3% | $4,662+30.5% |
| Participant deferral / active EE | $4,914 | $2,624+87.3% | $1,954+151.5% | $6,690-26.5% |
| Admin fee / account holder | $806 | $3,328-75.8% | $2,827-71.5% | $13,392-94.0% |