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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 | $61,957 | $65,555-5.5% | $86,216-28.1% | $75,173-17.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 26.49% | 46.07%-19.6pp | 1169.42%-1142.9pp | 160.72%-134.2pp |
| Employer contribution / active EE | $4,179 | $1,553+169.0% | $2,382+75.5% | $2,671+56.5% |
| Participant deferral / active EE | $7,111 | $3,023+135.2% | $3,986+78.4% | $4,126+72.3% |
| Admin fee / account holder | $5,932 | $5,469+8.5% | $6,853-13.4% | $5,651+5.0% |