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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 | $35,802 | $114,073-68.6% | $96,161-62.8% | $167,518-78.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.71% | 189.95%-166.2pp | 192.01%-168.3pp | 478.71%-455.0pp |
| Employer contribution / active EE | $5,567 | $3,428+62.4% | $2,798+98.9% | $4,838+15.1% |
| Participant deferral / active EE | $13,784 | $5,195+165.3% | $4,349+216.9% | $6,342+117.3% |
| Admin fee / account holder | $538 | $6,899-92.2% | $5,538-90.3% | $12,312-95.6% |