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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 | $41,017 | $57,305-28.4% | $86,640-52.7% | $75,173-45.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.00% | 2674.24%-2660.2pp | 592.52%-578.5pp | 160.72%-146.7pp |
| Employer contribution / active EE | $5,050 | $2,316+118.0% | $3,024+67.0% | $2,671+89.1% |
| Participant deferral / active EE | $4,073 | $3,320+22.7% | $4,438-8.2% | $4,126-1.3% |
| Admin fee / account holder | $1,955 | $4,116-52.5% | $5,616-65.2% | $5,651-65.4% |