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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 | $15,370 | $75,935-79.8% | $60,547-74.6% | $125,389-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 323.85% | -5.38%+329.2pp | 335.64%-11.8pp | 282.24%+41.6pp |
| Employer contribution / active EE | $5,054 | $3,438+47.0% | $2,419+108.9% | $4,866+3.9% |
| Participant deferral / active EE | $2,039 | $4,506-54.7% | $3,328-38.7% | $5,352-61.9% |
| Admin fee / account holder | $490 | $6,768-92.8% | $4,536-89.2% | $9,541-94.9% |