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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 | $62,261 | $48,570+28.2% | $130,660-52.3% | $72,976-14.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 68.81% | 38.63%+30.2pp | 1709.29%-1640.5pp | 81.02%-12.2pp |
| Employer contribution / active EE | $3,371 | $1,334+152.7% | $4,092-17.6% | $2,440+38.1% |
| Participant deferral / active EE | $4,742 | $2,384+99.0% | $3,603+31.6% | $3,608+31.5% |
| Admin fee / account holder | $19,857 | $3,549+459.5% | $5,463+263.5% | $5,124+287.5% |