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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 | $38,724 | $76,522-49.4% | $56,033-30.9% | $145,884-73.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.27% | 3014.28%-3002.0pp | 1711.38%-1699.1pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,764 | $1,382+27.6% | $1,041+69.5% | $4,662-62.2% |
| Participant deferral / active EE | $3,904 | $2,624+48.8% | $1,954+99.8% | $6,690-41.6% |
| Admin fee / account holder | $4,534 | $3,328+36.2% | $2,827+60.4% | $13,392-66.1% |