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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 | $78,269 | $99,652-21.5% | $78,778-0.6% | $147,586-47.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.75% | 47.28%-35.5pp | 35.62%-23.9pp | 578.59%-566.8pp |
| Employer contribution / active EE | $10,160 | $2,796+263.4% | $1,986+411.7% | $4,876+108.4% |
| Participant deferral / active EE | $5,620 | $3,664+53.4% | $2,958+90.0% | $5,439+3.3% |
| Admin fee / account holder | $1,818 | $7,155-74.6% | $5,134-64.6% | $10,886-83.3% |