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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 | $17,302 | $57,305-69.8% | $86,640-80.0% | $75,173-77.0% |
| Participation rate | 97.1% | 63.2%+33.8pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 26.89% | 2674.24%-2647.3pp | 592.52%-565.6pp | 160.72%-133.8pp |
| Employer contribution / active EE | $10,650 | $2,316+359.8% | $3,024+252.1% | $2,671+298.7% |
| Participant deferral / active EE | $2,299 | $3,320-30.7% | $4,438-48.2% | $4,126-44.3% |
| Admin fee / account holder | $446 | $4,116-89.2% | $5,616-92.1% | $5,651-92.1% |