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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 | $28,141 | $76,519-63.2% | $56,025-49.8% | $145,897-80.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 24.93% | 3017.03%-2992.1pp | 1712.69%-1687.8pp | 552.29%-527.4pp |
| Employer contribution / active EE | $3,185 | $1,383+130.2% | $1,042+205.8% | $4,663-31.7% |
| Participant deferral / active EE | $11,705 | $2,624+346.0% | $1,955+498.9% | $6,689+75.0% |
| Admin fee / account holder | $1,524 | $3,331-54.2% | $2,828-46.1% | $13,390-88.6% |