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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 | $27,628 | $108,701-74.6% | $74,723-63.0% | $152,909-81.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 24.71% | 114.12%-89.4pp | 753.18%-728.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $2,302 | $1,504+53.0% | $1,084+112.3% | $4,764-51.7% |
| Participant deferral / active EE | $9,850 | $2,709+263.6% | $1,962+402.1% | $5,851+68.3% |
| Admin fee / account holder | $523 | $4,906-89.3% | $3,335-84.3% | $11,601-95.5% |