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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 | $12,349 | $76,519-83.9% | $56,025-78.0% | $145,897-91.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 3017.03%-3000.7pp | 1712.69%-1696.4pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,562 | $1,383+85.2% | $1,042+146.0% | $4,663-45.0% |
| Participant deferral / active EE | $4,371 | $2,624+66.6% | $1,955+123.6% | $6,689-34.7% |
| Admin fee / account holder | $510 | $3,331-84.7% | $2,828-82.0% | $13,390-96.2% |