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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 | $80,671 | $65,555+23.1% | $86,216-6.4% | $75,173+7.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 18.25% | 46.07%-27.8pp | 1169.42%-1151.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,530 | $1,553+62.9% | $2,382+6.3% | $2,671-5.3% |
| Participant deferral / active EE | $5,632 | $3,023+86.3% | $3,986+41.3% | $4,126+36.5% |
| Admin fee / account holder | $632 | $5,469-88.4% | $6,853-90.8% | $5,651-88.8% |