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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 | $22,500 | $88,778-74.7% | $81,844-72.5% | $145,884-84.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 48.69% | 1033.03%-984.3pp | 778.87%-730.2pp | 551.85%-503.2pp |
| Employer contribution / active EE | $1,366 | $3,087-55.7% | $2,916-53.2% | $4,662-70.7% |
| Participant deferral / active EE | $2,586 | $4,648-44.4% | $4,323-40.2% | $6,690-61.3% |
| Admin fee / account holder | $5,381 | $8,430-36.2% | $7,355-26.9% | $13,392-59.8% |