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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 | $104,677 | $49,164+112.9% | $121,169-13.6% | $75,181+39.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.14% | 56.03%-37.9pp | 986.71%-968.6pp | 160.69%-142.5pp |
| Employer contribution / active EE | $2,346 | $1,546+51.7% | $4,168-43.7% | $2,671-12.2% |
| Participant deferral / active EE | $8,374 | $2,628+218.6% | $4,083+105.1% | $4,126+103.0% |
| Admin fee / account holder | $5,231 | $3,942+32.7% | $5,645-7.3% | $5,650-7.4% |