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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 | $62,477 | $76,522-18.4% | $56,033+11.5% | $145,884-57.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.85% | 3014.28%-2995.4pp | 1711.38%-1692.5pp | 551.85%-533.0pp |
| Employer contribution / active EE | $8,727 | $1,382+531.3% | $1,041+738.4% | $4,662+87.2% |
| Participant deferral / active EE | $3,046 | $2,624+16.1% | $1,954+55.9% | $6,690-54.5% |
| Admin fee / account holder | $1,273 | $3,328-61.7% | $2,827-55.0% | $13,392-90.5% |