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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 | $110,683 | $65,575+68.8% | $86,209+28.4% | $75,181+47.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.92% | 46.07%-32.2pp | 1169.05%-1155.1pp | 160.69%-146.8pp |
| Employer contribution / active EE | $6,452 | $1,553+315.4% | $2,381+170.9% | $2,671+141.6% |
| Participant deferral / active EE | $4,109 | $3,023+35.9% | $3,986+3.1% | $4,126-0.4% |
| Admin fee / account holder | $6,163 | $5,470+12.7% | $6,853-10.1% | $5,650+9.1% |