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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 | $60,128+240.9% | $90,440+126.6% | $79,852+156.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 69.14% | 71.95%-2.8pp | 1294.38%-1225.2pp | 31.72%+37.4pp |
| Employer contribution / active EE | $2,587 | $2,068+25.1% | $3,263-20.7% | $2,471+4.7% |
| Participant deferral / active EE | $5,039 | $2,939+71.5% | $3,964+27.1% | $3,740+34.7% |
| Admin fee / account holder | $1,084 | $3,977-72.7% | $5,615-80.7% | $5,306-79.6% |