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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 | $97,441 | $68,398+42.5% | $94,664+2.9% | $75,173+29.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 36.32% | 616.72%-580.4pp | 156.84%-120.5pp | 160.72%-124.4pp |
| Employer contribution / active EE | $1,735 | $2,701-35.8% | $3,673-52.8% | $2,671-35.0% |
| Participant deferral / active EE | $8,001 | $6,537+22.4% | $7,417+7.9% | $4,126+93.9% |
| Admin fee / account holder | $1,052 | $5,324-80.2% | $7,222-85.4% | $5,651-81.4% |