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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 | $7,617 | $27,924-72.7% | $58,544-87.0% | $75,181-89.9% |
| Participation rate | 94.4% | 38.8%+55.6pp | 50.9%+43.6pp | 67.2%+27.2pp |
| Annual return | 55.46% | 44.20%+11.3pp | 4249.56%-4194.1pp | 160.69%-105.2pp |
| Employer contribution / active EE | $1,981 | $669+196.1% | $1,053+88.1% | $2,671-25.8% |
| Participant deferral / active EE | $3,099 | $1,202+157.9% | $1,923+61.2% | $4,126-24.9% |
| Admin fee / account holder | $504 | $1,726-70.8% | $2,520-80.0% | $5,650-91.1% |