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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 | $87,032 | $65,555+32.8% | $86,216+0.9% | $75,173+15.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 20.98% | 46.07%-25.1pp | 1169.42%-1148.4pp | 160.72%-139.7pp |
| Employer contribution / active EE | $1,076 | $1,553-30.7% | $2,382-54.8% | $2,671-59.7% |
| Participant deferral / active EE | $4,579 | $3,023+51.5% | $3,986+14.9% | $4,126+11.0% |
| Admin fee / account holder | $820 | $5,469-85.0% | $6,853-88.0% | $5,651-85.5% |