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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 | $151,752 | $57,305+164.8% | $86,640+75.2% | $75,173+101.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.89% | 2674.24%-2658.3pp | 592.52%-576.6pp | 160.72%-144.8pp |
| Employer contribution / active EE | $5,211 | $2,316+125.0% | $3,024+72.3% | $2,671+95.1% |
| Participant deferral / active EE | $11,474 | $3,320+245.7% | $4,438+158.5% | $4,126+178.1% |
| Admin fee / account holder | $1,180 | $4,116-71.3% | $5,616-79.0% | $5,651-79.1% |