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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 | $22,718 | $117,694-80.7% | $71,755-68.3% | $134,532-83.1% |
| Participation rate | 75.0% | 68.8%+6.2pp | 62.3%+12.7pp | 81.2%-6.2pp |
| Annual return | 749.41% | 25.33%+724.1pp | 9.09%+740.3pp | 418.27%+331.1pp |
| Employer contribution / active EE | $1,628 | $2,523-35.5% | $1,704-4.4% | $4,741-65.7% |
| Participant deferral / active EE | $3,071 | $3,753-18.2% | $2,656+15.7% | $6,401-52.0% |
| Admin fee / account holder | $1,417 | $6,374-77.8% | $3,972-64.3% | $11,429-87.6% |