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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 | $10,914 | $81,763-86.7% | $58,561-81.4% | $139,466-92.2% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 157.83% | 7427.77%-7269.9pp | 4251.33%-4093.5pp | 373.66%-215.8pp |
| Employer contribution / active EE | $7,020 | $1,398+402.1% | $1,053+566.4% | $4,754+47.7% |
| Participant deferral / active EE | $11,985 | $2,555+369.1% | $1,923+523.2% | $6,712+78.6% |
| Admin fee / account holder | $599 | $3,273-81.7% | $2,520-76.2% | $11,409-94.8% |