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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 | $61,632 | $76,785-19.7% | $56,441+9.2% | $145,959-57.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.75% | 3000.51%-2989.8pp | 1704.21%-1693.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,384 | $1,381+72.7% | $1,039+129.4% | $4,661-48.9% |
| Participant deferral / active EE | $4,725 | $2,624+80.1% | $1,953+141.9% | $6,689-29.4% |
| Admin fee / account holder | $2,405 | $3,334-27.9% | $2,829-15.0% | $13,398-82.0% |