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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 | $35,005 | $70,366-50.3% | $66,674-47.5% | $138,895-74.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.07% | 386.41%-364.3pp | 321.24%-299.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $3,500 | $2,765+26.6% | $2,620+33.6% | $4,194-16.6% |
| Participant deferral / active EE | $3,500 | $4,374-20.0% | $4,084-14.3% | $6,396-45.3% |
| Admin fee / account holder | $565 | $5,262-89.3% | $5,098-88.9% | $12,562-95.5% |