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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 | $23,363 | $57,305-59.2% | $86,640-73.0% | $75,173-68.9% |
| Participation rate | 86.3% | 63.2%+23.1pp | 71.7%+14.6pp | 67.2%+19.1pp |
| Annual return | 129.03% | 2674.24%-2545.2pp | 592.52%-463.5pp | 160.72%-31.7pp |
| Employer contribution / active EE | $6,609 | $2,316+185.3% | $3,024+118.5% | $2,671+147.4% |
| Participant deferral / active EE | $4,838 | $3,320+45.7% | $4,438+9.0% | $4,126+17.3% |
| Admin fee / account holder | $678 | $4,116-83.5% | $5,616-87.9% | $5,651-88.0% |