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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 | $71,692 | $57,305+25.1% | $86,640-17.3% | $75,173-4.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.09% | 2674.24%-2660.1pp | 592.52%-578.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $4,788 | $2,316+106.7% | $3,024+58.3% | $2,671+79.3% |
| Participant deferral / active EE | $9,748 | $3,320+193.6% | $4,438+119.6% | $4,126+136.2% |
| Admin fee / account holder | $472 | $4,116-88.5% | $5,616-91.6% | $5,651-91.7% |