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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 | $35,123 | $76,608-54.2% | $56,077-37.4% | $145,877-75.9% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 11.52% | 3009.59%-2998.1pp | 1709.28%-1697.8pp | 551.28%-539.8pp |
| Employer contribution / active EE | $5,428 | $1,382+292.8% | $1,040+421.7% | $4,663+16.4% |
| Participant deferral / active EE | $3,752 | $2,624+43.0% | $1,954+92.0% | $6,691-43.9% |
| Admin fee / account holder | $488 | $3,325-85.3% | $2,825-82.7% | $13,402-96.4% |