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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 | $86,914 | $78,694+10.4% | $67,653+28.5% | $125,388-30.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 49.33% | 9.46%+39.9pp | 6625.22%-6575.9pp | 282.24%-232.9pp |
| Employer contribution / active EE | $1,115 | $3,044-63.4% | $2,266-50.8% | $4,866-77.1% |
| Participant deferral / active EE | $4,641 | $4,292+8.1% | $3,560+30.4% | $5,352-13.3% |
| Admin fee / account holder | $2,620 | $7,403-64.6% | $4,821-45.7% | $9,541-72.5% |