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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 | $49,189 | $76,519-35.7% | $56,025-12.2% | $145,897-66.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 3017.03%-3006.1pp | 1712.69%-1701.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $4,310 | $1,383+211.6% | $1,042+313.8% | $4,663-7.6% |
| Participant deferral / active EE | $15,424 | $2,624+487.7% | $1,955+689.1% | $6,689+130.6% |
| Admin fee / account holder | $1,806 | $3,331-45.8% | $2,828-36.2% | $13,390-86.5% |