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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 | $35,456 | $100,203-64.6% | $85,240-58.4% | $145,897-75.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 326.80% | 84.28%+242.5pp | 66.75%+260.0pp | 552.29%-225.5pp |
| Employer contribution / active EE | $2,123 | $3,242-34.5% | $2,735-22.4% | $4,663-54.5% |
| Participant deferral / active EE | $4,770 | $5,299-10.0% | $4,527+5.4% | $6,689-28.7% |
| Admin fee / account holder | $1,216 | $7,265-83.3% | $6,165-80.3% | $13,390-90.9% |