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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 | $89,568 | $58,391+53.4% | $76,657+16.8% | $72,975+22.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 22.32% | 2306.65%-2284.3pp | 1166.74%-1144.4pp | 81.01%-58.7pp |
| Employer contribution / active EE | $4,414 | $1,787+147.1% | $2,303+91.7% | $2,440+80.9% |
| Participant deferral / active EE | $2,892 | $2,690+7.5% | $3,335-13.3% | $3,608-19.8% |
| Admin fee / account holder | $1,512 | $4,014-62.3% | $6,423-76.5% | $5,124-70.5% |