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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 | $74,850 | $49,897+50.0% | $80,648-7.2% | $75,177-0.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 14.42% | 34.68%-20.3pp | 937.21%-922.8pp | 160.75%-146.3pp |
| Employer contribution / active EE | $8,644 | $1,699+408.8% | $2,724+217.4% | $2,671+223.6% |
| Participant deferral / active EE | $4,330 | $2,992+44.7% | $4,443-2.6% | $4,126+4.9% |
| Admin fee / account holder | $2,404 | $3,579-32.8% | $5,382-55.3% | $5,651-57.5% |