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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 | $58,170 | $96,678-39.8% | $86,640-32.9% | $139,466-58.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.86% | 106.69%-81.8pp | 592.52%-567.7pp | 373.66%-348.8pp |
| Employer contribution / active EE | $7,913 | $3,265+142.3% | $3,024+161.6% | $4,754+66.4% |
| Participant deferral / active EE | $15,607 | $4,837+222.7% | $4,438+251.6% | $6,712+132.5% |
| Admin fee / account holder | $875 | $6,410-86.3% | $5,616-84.4% | $11,409-92.3% |