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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 | $43,737 | $102,393-57.3% | $147,041-70.3% | $80,911-45.9% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 678.29% | 134.95%+543.3pp | 419.21%+259.1pp | 35.63%+642.7pp |
| Employer contribution / active EE | $4,845 | $3,715+30.4% | $4,935-1.8% | $2,756+75.8% |
| Participant deferral / active EE | $7,268 | $6,647+9.3% | $8,071-10.0% | $4,297+69.1% |
| Admin fee / account holder | $313 | $7,943-96.1% | $13,006-97.6% | $6,935-95.5% |