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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 | $91,262 | $76,522+19.3% | $56,033+62.9% | $145,884-37.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 3014.28%-3001.3pp | 1711.38%-1698.4pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,989 | $1,382+43.9% | $1,041+91.1% | $4,662-57.3% |
| Participant deferral / active EE | $7,761 | $2,624+195.8% | $1,954+297.2% | $6,690+16.0% |
| Admin fee / account holder | $514 | $3,328-84.6% | $2,827-81.8% | $13,392-96.2% |