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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 | $12,996 | $92,743-86.0% | $82,744-84.3% | $134,532-90.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 53.42% | 946.63%-893.2pp | 702.22%-648.8pp | 418.27%-364.9pp |
| Employer contribution / active EE | $1,955 | $3,273-40.2% | $3,008-35.0% | $4,741-58.8% |
| Participant deferral / active EE | $5,793 | $4,802+20.6% | $4,395+31.8% | $6,401-9.5% |
| Admin fee / account holder | $311 | $5,977-94.8% | $5,325-94.2% | $11,429-97.3% |