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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 | $32,419 | $59,107-45.2% | $86,439-62.5% | $68,495-52.7% |
| Participation rate | 91.7% | 75.2%+16.4pp | 80.3%+11.3pp | 67.9%+23.8pp |
| Annual return | 528.12% | -0.23%+528.4pp | 4395.55%-3867.4pp | -7.84%+536.0pp |
| Employer contribution / active EE | $4,379 | $2,519+73.8% | $3,769+16.2% | $2,596+68.6% |
| Participant deferral / active EE | $7,303 | $5,901+23.8% | $6,952+5.1% | $4,028+81.3% |
| Admin fee / account holder | $953 | $5,637-83.1% | $6,732-85.8% | $5,403-82.4% |