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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 | $91,481 | $76,519+19.6% | $56,025+63.3% | $145,897-37.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 21.57% | 3017.03%-2995.5pp | 1712.69%-1691.1pp | 552.29%-530.7pp |
| Employer contribution / active EE | $2,020 | $1,383+46.0% | $1,042+93.9% | $4,663-56.7% |
| Participant deferral / active EE | $4,125 | $2,624+57.2% | $1,955+111.0% | $6,689-38.3% |
| Admin fee / account holder | $1,920 | $3,331-42.3% | $2,828-32.1% | $13,390-85.7% |