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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 | $56,124+13.9% | $96,144-33.5% | $85,854-25.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 13.21% | 42.30%-29.1pp | 191.96%-178.8pp | 318.56%-305.3pp |
| Employer contribution / active EE | $5,625 | $1,620+247.3% | $2,797+101.1% | $2,565+119.3% |
| Participant deferral / active EE | $3,361 | $2,859+17.6% | $4,349-22.7% | $3,952-14.9% |
| Admin fee / account holder | $4,922 | $3,769+30.6% | $5,537-11.1% | $6,260-21.4% |