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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 | $136,329 | $60,128+126.7% | $90,440+50.7% | $79,852+70.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.30% | 71.95%-56.6pp | 1294.38%-1279.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $7,244 | $2,068+250.2% | $3,263+122.0% | $2,471+193.1% |
| Participant deferral / active EE | $5,715 | $2,939+94.5% | $3,964+44.2% | $3,740+52.8% |
| Admin fee / account holder | $2,166 | $3,977-45.5% | $5,615-61.4% | $5,306-59.2% |