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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 | $67,073 | $60,119+11.6% | $90,430-25.8% | $79,858-16.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.04% | 71.94%-52.9pp | 1293.73%-1274.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $5,570 | $2,068+169.4% | $3,262+70.8% | $2,471+125.4% |
| Participant deferral / active EE | $5,141 | $2,938+75.0% | $3,963+29.7% | $3,740+37.4% |
| Admin fee / account holder | $1,089 | $3,976-72.6% | $5,613-80.6% | $5,306-79.5% |