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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 | $87,759 | $70,587+24.3% | $124,693-29.6% | $85,847+2.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 14.04% | 20688.83%-20674.8pp | 5144.19%-5130.1pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,200 | $1,913+15.0% | $3,324-33.8% | $2,565-14.2% |
| Participant deferral / active EE | $4,164 | $2,969+40.3% | $4,615-9.8% | $3,952+5.4% |
| Admin fee / account holder | $3,235 | $5,282-38.8% | $7,494-56.8% | $6,261-48.3% |