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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 | $60,808 | $76,519-20.5% | $56,025+8.5% | $145,897-58.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 3017.03%-3004.7pp | 1712.69%-1700.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $9,101 | $1,383+557.9% | $1,042+773.7% | $4,663+95.2% |
| Participant deferral / active EE | $8,688 | $2,624+231.0% | $1,955+344.5% | $6,689+29.9% |
| Admin fee / account holder | $492 | $3,331-85.2% | $2,828-82.6% | $13,390-96.3% |