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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 | $86,245 | $96,123-10.3% | $77,361+11.5% | $198,609-56.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 17.08% | 2054.81%-2037.7pp | 1011.54%-994.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $7,015 | $3,791+85.1% | $2,990+134.6% | $5,055+38.8% |
| Participant deferral / active EE | $13,825 | $4,975+177.9% | $3,911+253.5% | $6,977+98.2% |
| Admin fee / account holder | $2,611 | $9,471-72.4% | $5,894-55.7% | $19,030-86.3% |