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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 | $34,078 | $70,366-51.6% | $66,674-48.9% | $138,895-75.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 67.39% | 386.41%-319.0pp | 321.24%-253.9pp | 145.39%-78.0pp |
| Employer contribution / active EE | $4,954 | $2,765+79.2% | $2,620+89.1% | $4,194+18.1% |
| Participant deferral / active EE | $7,806 | $4,374+78.5% | $4,084+91.1% | $6,396+22.0% |
| Admin fee / account holder | $3,216 | $5,262-38.9% | $5,098-36.9% | $12,562-74.4% |