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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 | $135,389 | $65,555+106.5% | $86,216+57.0% | $75,173+80.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.70% | 46.07%-31.4pp | 1169.42%-1154.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $3,563 | $1,553+129.4% | $2,382+49.6% | $2,671+33.4% |
| Participant deferral / active EE | $4,418 | $3,023+46.1% | $3,986+10.8% | $4,126+7.1% |
| Admin fee / account holder | $4,308 | $5,469-21.2% | $6,853-37.1% | $5,651-23.8% |