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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 | $118,843 | $65,555+81.3% | $86,216+37.8% | $75,173+58.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 18.46% | 46.07%-27.6pp | 1169.42%-1151.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $2,774 | $1,553+78.6% | $2,382+16.5% | $2,671+3.8% |
| Participant deferral / active EE | $7,513 | $3,023+148.5% | $3,986+88.5% | $4,126+82.1% |
| Admin fee / account holder | $10,690 | $5,469+95.5% | $6,853+56.0% | $5,651+89.2% |