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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 | $60,450 | $49,199+22.9% | $121,210-50.1% | $75,177-19.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 24.22% | 56.04%-31.8pp | 987.41%-963.2pp | 160.75%-136.5pp |
| Employer contribution / active EE | $4,892 | $1,547+216.2% | $4,171+17.3% | $2,671+83.2% |
| Participant deferral / active EE | $8,415 | $2,630+220.0% | $4,084+106.1% | $4,126+103.9% |
| Admin fee / account holder | $1,864 | $3,946-52.8% | $5,647-67.0% | $5,651-67.0% |