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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 | $40,887 | $88,815-54.0% | $81,882-50.1% | $145,897-72.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 262.52% | 1033.75%-771.2pp | 779.47%-517.0pp | 552.29%-289.8pp |
| Employer contribution / active EE | $3,502 | $3,086+13.5% | $2,916+20.1% | $4,663-24.9% |
| Participant deferral / active EE | $4,539 | $4,647-2.3% | $4,323+5.0% | $6,689-32.1% |
| Admin fee / account holder | $374 | $8,434-95.6% | $7,360-94.9% | $13,390-97.2% |