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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 | $85,725 | $48,570+76.5% | $130,660-34.4% | $72,976+17.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.51% | 38.63%-22.1pp | 1709.29%-1692.8pp | 81.02%-64.5pp |
| Employer contribution / active EE | $6,735 | $1,334+404.8% | $4,092+64.6% | $2,440+176.0% |
| Participant deferral / active EE | $2,776 | $2,384+16.4% | $3,603-23.0% | $3,608-23.1% |
| Admin fee / account holder | $38,795 | $3,549+993.1% | $5,463+610.1% | $5,124+657.1% |