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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 | $100,073-64.6% | $85,126-58.3% | $145,877-75.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 326.80% | 84.11%+242.7pp | 66.63%+260.2pp | 551.28%-224.5pp |
| Employer contribution / active EE | $2,123 | $3,236-34.4% | $2,731-22.3% | $4,663-54.5% |
| Participant deferral / active EE | $4,770 | $5,294-9.9% | $4,523+5.5% | $6,691-28.7% |
| Admin fee / account holder | $1,216 | $7,261-83.3% | $6,160-80.3% | $13,402-90.9% |