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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 | $60,378 | $49,896+21.0% | $80,627-25.1% | $75,173-19.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.35% | 34.67%-15.3pp | 936.76%-917.4pp | 160.72%-141.4pp |
| Employer contribution / active EE | $3,149 | $1,699+85.4% | $2,723+15.6% | $2,671+17.9% |
| Participant deferral / active EE | $5,247 | $2,992+75.4% | $4,443+18.1% | $4,126+27.2% |
| Admin fee / account holder | $6,183 | $3,578+72.8% | $5,381+14.9% | $5,651+9.4% |