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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 | $59,036 | $73,421-19.6% | $66,439-11.1% | $155,188-62.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.32% | 1382.37%-1371.1pp | 757.66%-746.3pp | 148.84%-137.5pp |
| Employer contribution / active EE | $3,542 | $3,039+16.5% | $2,637+34.3% | $4,248-16.6% |
| Participant deferral / active EE | $3,457 | $4,680-26.1% | $3,876-10.8% | $6,531-47.1% |
| Admin fee / account holder | $7,925 | $8,856-10.5% | $6,173+28.4% | $14,480-45.3% |