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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 | $31,814 | $76,634-58.5% | $56,054-43.2% | $145,978-78.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 3004.33%-2991.9pp | 1705.95%-1693.5pp | 550.52%-538.0pp |
| Employer contribution / active EE | $5,569 | $1,380+303.5% | $1,039+436.0% | $4,662+19.5% |
| Participant deferral / active EE | $4,701 | $2,622+79.3% | $1,952+140.8% | $6,690-29.7% |
| Admin fee / account holder | $1,421 | $3,321-57.2% | $2,822-49.7% | $13,400-89.4% |