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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 | $69,622 | $144,130-51.7% | $117,860-40.9% | $147,585-52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.03% | 531.20%-512.2pp | 335.10%-316.1pp | 578.58%-559.6pp |
| Employer contribution / active EE | $2,071 | $4,897-57.7% | $3,786-45.3% | $4,876-57.5% |
| Participant deferral / active EE | $4,682 | $5,316-11.9% | $4,482+4.5% | $5,439-13.9% |
| Admin fee / account holder | $56,206 | $10,887+416.3% | $8,021+600.8% | $10,886+416.3% |