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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 | $51,572 | $49,199+4.8% | $121,204-57.5% | $75,173-31.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 22.23% | 56.04%-33.8pp | 987.18%-965.0pp | 160.72%-138.5pp |
| Employer contribution / active EE | $4,848 | $1,547+213.3% | $4,170+16.3% | $2,671+81.5% |
| Participant deferral / active EE | $3,472 | $2,630+32.0% | $4,083-15.0% | $4,126-15.9% |
| Admin fee / account holder | $3,834 | $3,946-2.8% | $5,651-32.2% | $5,651-32.1% |