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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 | $27,068 | $76,608-64.7% | $56,077-51.7% | $145,877-81.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 3009.59%-2998.8pp | 1709.28%-1698.4pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,661 | $1,382+165.0% | $1,040+251.9% | $4,663-21.5% |
| Participant deferral / active EE | $2,542 | $2,624-3.1% | $1,954+30.1% | $6,691-62.0% |
| Admin fee / account holder | $383 | $3,325-88.5% | $2,825-86.5% | $13,402-97.1% |