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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 | $77,597 | $48,011+61.6% | $63,803+21.6% | $82,637-6.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 16.66% | 19.84%-3.2pp | 543.72%-527.1pp | 53.51%-36.8pp |
| Employer contribution / active EE | $7,710 | $1,904+305.0% | $2,532+204.5% | $2,552+202.1% |
| Participant deferral / active EE | $5,214 | $2,846+83.2% | $3,843+35.7% | $4,126+26.4% |
| Admin fee / account holder | $38,217 | $3,873+886.7% | $5,196+635.4% | $7,339+420.8% |