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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 | $37,443 | $76,634-51.1% | $56,054-33.2% | $145,978-74.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 3004.33%-2989.2pp | 1705.95%-1690.9pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,355 | $1,380-1.9% | $1,039+30.4% | $4,662-70.9% |
| Participant deferral / active EE | $4,499 | $2,622+71.6% | $1,952+130.5% | $6,690-32.7% |
| Admin fee / account holder | $1,204 | $3,321-63.8% | $2,822-57.3% | $13,400-91.0% |