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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 | $119,363 | $47,479+151.4% | $62,929+89.7% | $82,448+44.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 61.50% | 20.34%+41.2pp | 1063.93%-1002.4pp | 41.64%+19.9pp |
| Employer contribution / active EE | $3,298 | $1,885+74.9% | $2,505+31.7% | $2,551+29.3% |
| Participant deferral / active EE | $2,109 | $2,870-26.5% | $3,888-45.8% | $4,139-49.1% |
| Admin fee / account holder | $1,506 | $3,804-60.4% | $5,065-70.3% | $7,234-79.2% |