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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 | $82,660 | $60,128+37.5% | $90,440-8.6% | $79,852+3.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.75% | 71.95%-55.2pp | 1294.38%-1277.6pp | 31.72%-15.0pp |
| Employer contribution / active EE | $7,660 | $2,068+270.4% | $3,263+134.8% | $2,471+210.0% |
| Participant deferral / active EE | $4,697 | $2,939+59.8% | $3,964+18.5% | $3,740+25.6% |
| Admin fee / account holder | $4,787 | $3,977+20.4% | $5,615-14.7% | $5,306-9.8% |