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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 | $161,269 | $65,555+146.0% | $86,216+87.1% | $75,173+114.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.68% | 46.07%-28.4pp | 1169.42%-1151.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $7,699 | $1,553+395.6% | $2,382+223.3% | $2,671+188.2% |
| Participant deferral / active EE | $5,926 | $3,023+96.0% | $3,986+48.7% | $4,126+43.6% |
| Admin fee / account holder | $1,802 | $5,469-67.0% | $6,853-73.7% | $5,651-68.1% |