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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 | $14,218 | $81,643-82.6% | $70,462-79.8% | $158,950-91.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.89% | 208.51%-167.6pp | 109.08%-68.2pp | 302.91%-262.0pp |
| Employer contribution / active EE | $5,500 | $3,218+70.9% | $2,737+100.9% | $4,762+15.5% |
| Participant deferral / active EE | $6,000 | $4,555+31.7% | $3,710+61.7% | $5,983+0.3% |
| Admin fee / account holder | $903 | $6,194-85.4% | $3,845-76.5% | $11,248-92.0% |