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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 | $66,159 | $52,353+26.4% | $120,225-45.0% | $82,448-19.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.68% | 61.85%-42.2pp | 439.23%-419.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,809 | $1,510+86.0% | $3,475-19.2% | $2,551+10.1% |
| Participant deferral / active EE | $4,956 | $2,627+88.7% | $3,999+23.9% | $4,139+19.7% |
| Admin fee / account holder | $1,387 | $4,363-68.2% | $5,696-75.7% | $7,234-80.8% |