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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 | $69,979 | $57,305+22.1% | $86,640-19.2% | $75,173-6.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.28% | 2674.24%-2660.0pp | 592.52%-578.2pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,305 | $2,316-43.7% | $3,024-56.9% | $2,671-51.1% |
| Participant deferral / active EE | $2,519 | $3,320-24.1% | $4,438-43.2% | $4,126-39.0% |
| Admin fee / account holder | $1,684 | $4,116-59.1% | $5,616-70.0% | $5,651-70.2% |