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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 | $101,032 | $65,555+54.1% | $86,216+17.2% | $75,173+34.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.84% | 46.07%-28.2pp | 1169.42%-1151.6pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,638 | $1,553+69.9% | $2,382+10.8% | $2,671-1.2% |
| Participant deferral / active EE | $3,801 | $3,023+25.7% | $3,986-4.6% | $4,126-7.9% |
| Admin fee / account holder | $8,598 | $5,469+57.2% | $6,853+25.5% | $5,651+52.2% |