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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 | $89,889 | $80,812+11.2% | $160,784-44.1% | $82,448+9.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 30.70% | 100.59%-69.9pp | 1803.92%-1773.2pp | 41.64%-10.9pp |
| Employer contribution / active EE | $4,765 | $2,174+119.2% | $3,733+27.7% | $2,551+86.8% |
| Participant deferral / active EE | $10,278 | $4,335+137.1% | $6,293+63.3% | $4,139+148.3% |
| Admin fee / account holder | $4,509 | $7,695-41.4% | $9,717-53.6% | $7,234-37.7% |