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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 | $127,595 | $57,305+122.7% | $86,640+47.3% | $75,173+69.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.24% | 2674.24%-2656.0pp | 592.52%-574.3pp | 160.72%-142.5pp |
| Employer contribution / active EE | $3,474 | $2,316+50.0% | $3,024+14.9% | $2,671+30.1% |
| Participant deferral / active EE | $8,746 | $3,320+163.5% | $4,438+97.1% | $4,126+112.0% |
| Admin fee / account holder | $41,714 | $4,116+913.5% | $5,616+642.8% | $5,651+638.2% |