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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 | $75,338 | $111,830-32.6% | $93,696-19.6% | $145,884-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.25% | 204.08%-193.8pp | 133.74%-123.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $11,329 | $3,093+266.3% | $2,422+367.8% | $4,662+143.0% |
| Participant deferral / active EE | $8,548 | $4,920+73.7% | $4,417+93.5% | $6,690+27.8% |
| Admin fee / account holder | $2,590 | $10,249-74.7% | $8,287-68.7% | $13,392-80.7% |