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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 | $52,576 | $100,060-47.5% | $149,721-64.9% | $70,126-25.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 67.19% | 27.46%+39.7pp | 1501.67%-1434.5pp | 73.15%-6.0pp |
| Employer contribution / active EE | $3,997 | $3,661+9.2% | $5,444-26.6% | $2,343+70.6% |
| Participant deferral / active EE | $3,858 | $4,982-22.6% | $6,568-41.3% | $3,332+15.8% |
| Admin fee / account holder | $437 | $8,285-94.7% | $11,282-96.1% | $4,645-90.6% |