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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 | $204,950 | $60,119+240.9% | $90,430+126.6% | $79,858+156.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 69.14% | 71.94%-2.8pp | 1293.73%-1224.6pp | 31.72%+37.4pp |
| Employer contribution / active EE | $2,587 | $2,068+25.1% | $3,262-20.7% | $2,471+4.7% |
| Participant deferral / active EE | $5,039 | $2,938+71.5% | $3,963+27.2% | $3,740+34.7% |
| Admin fee / account holder | $1,084 | $3,976-72.7% | $5,613-80.7% | $5,306-79.6% |