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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 | $77,768 | $57,305+35.7% | $86,640-10.2% | $75,173+3.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.57% | 2674.24%-2659.7pp | 592.52%-578.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $4,160 | $2,316+79.6% | $3,024+37.6% | $2,671+55.8% |
| Participant deferral / active EE | $8,760 | $3,320+163.9% | $4,438+97.4% | $4,126+112.3% |
| Admin fee / account holder | $2,835 | $4,116-31.1% | $5,616-49.5% | $5,651-49.8% |