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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 | $55,665 | $76,608-27.3% | $56,077-0.7% | $145,877-61.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.77% | 3009.59%-2989.8pp | 1709.28%-1689.5pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,351 | $1,382-2.2% | $1,040+29.8% | $4,663-71.0% |
| Participant deferral / active EE | $3,619 | $2,624+37.9% | $1,954+85.2% | $6,691-45.9% |
| Admin fee / account holder | $1,001 | $3,325-69.9% | $2,825-64.6% | $13,402-92.5% |