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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 | $92,424 | $57,330+61.2% | $86,656+6.7% | $75,177+22.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.27% | 2675.40%-2655.1pp | 593.09%-572.8pp | 160.75%-140.5pp |
| Employer contribution / active EE | $4,900 | $2,316+111.5% | $3,025+61.9% | $2,671+83.4% |
| Participant deferral / active EE | $7,536 | $3,320+127.0% | $4,439+69.8% | $4,126+82.6% |
| Admin fee / account holder | $6,540 | $4,115+58.9% | $5,619+16.4% | $5,651+15.7% |