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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 | $16,873 | $52,353-67.8% | $120,225-86.0% | $82,448-79.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 118.68% | 61.85%+56.8pp | 439.23%-320.6pp | 41.64%+77.0pp |
| Employer contribution / active EE | $2,943 | $1,510+94.9% | $3,475-15.3% | $2,551+15.4% |
| Participant deferral / active EE | $5,658 | $2,627+115.4% | $3,999+41.5% | $4,139+36.7% |
| Admin fee / account holder | $557 | $4,363-87.2% | $5,696-90.2% | $7,234-92.3% |