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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 | $63,939 | $56,134+13.9% | $96,192-33.5% | $85,851-25.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 13.21% | 42.30%-29.1pp | 192.09%-178.9pp | 318.63%-305.4pp |
| Employer contribution / active EE | $5,625 | $1,620+247.2% | $2,799+100.9% | $2,565+119.3% |
| Participant deferral / active EE | $3,361 | $2,858+17.6% | $4,351-22.7% | $3,952-15.0% |
| Admin fee / account holder | $4,922 | $3,769+30.6% | $5,539-11.1% | $6,261-21.4% |