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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 | $44,586 | $28,624+55.8% | $53,647-16.9% | $82,637-46.0% |
| Participation rate | 97.9% | 47.3%+50.6pp | 56.3%+41.6pp | 68.1%+29.9pp |
| Annual return | 35.97% | 664.98%-629.0pp | 358.33%-322.4pp | 53.51%-17.5pp |
| Employer contribution / active EE | $5,983 | $637+839.8% | $962+521.9% | $2,552+134.4% |
| Participant deferral / active EE | $10,365 | $1,196+766.5% | $1,813+471.6% | $4,126+151.2% |
| Admin fee / account holder | $2,903 | $2,022+43.6% | $2,460+18.0% | $7,339-60.4% |