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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 | $107,839 | $57,312+88.2% | $86,617+24.5% | $75,181+43.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.30% | 2672.78%-2657.5pp | 591.91%-576.6pp | 160.69%-145.4pp |
| Employer contribution / active EE | $3,903 | $2,315+68.6% | $3,023+29.1% | $2,671+46.2% |
| Participant deferral / active EE | $5,610 | $3,319+69.0% | $4,437+26.4% | $4,126+36.0% |
| Admin fee / account holder | $453 | $4,114-89.0% | $5,613-91.9% | $5,650-92.0% |