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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 | $85,968 | $57,330+50.0% | $86,656-0.8% | $75,177+14.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 26.31% | 2675.40%-2649.1pp | 593.09%-566.8pp | 160.75%-134.4pp |
| Employer contribution / active EE | $5,738 | $2,316+147.7% | $3,025+89.7% | $2,671+114.8% |
| Participant deferral / active EE | $3,928 | $3,320+18.3% | $4,439-11.5% | $4,126-4.8% |
| Admin fee / account holder | $2,034 | $4,115-50.6% | $5,619-63.8% | $5,651-64.0% |