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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 | $87,700 | $75,962+15.5% | $154,108-43.1% | $64,173+36.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 59.04% | 30.32%+28.7pp | 735.21%-676.2pp | 7.63%+51.4pp |
| Employer contribution / active EE | $13,285 | $3,350+296.6% | $5,298+150.8% | $2,381+458.0% |
| Participant deferral / active EE | $7,943 | $3,175+150.2% | $5,081+56.3% | $3,470+128.9% |
| Admin fee / account holder | $308 | $5,589-94.5% | $13,411-97.7% | $4,887-93.7% |