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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 | $90,640 | $65,555+38.3% | $86,216+5.1% | $75,173+20.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.00% | 46.07%-32.1pp | 1169.42%-1155.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,708 | $1,553+9.9% | $2,382-28.3% | $2,671-36.1% |
| Participant deferral / active EE | $8,394 | $3,023+177.6% | $3,986+110.6% | $4,126+103.4% |
| Admin fee / account holder | $24,673 | $5,469+351.1% | $6,853+260.0% | $5,651+336.6% |