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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 | $158,822 | $57,312+177.1% | $86,617+83.4% | $75,181+111.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.46% | 2672.78%-2657.3pp | 591.91%-576.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,240 | $2,315-46.5% | $3,023-59.0% | $2,671-53.6% |
| Participant deferral / active EE | $4,213 | $3,319+26.9% | $4,437-5.0% | $4,126+2.1% |
| Admin fee / account holder | $634 | $4,114-84.6% | $5,613-88.7% | $5,650-88.8% |