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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 | $63,961 | $99,652-35.8% | $78,778-18.8% | $147,586-56.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.54% | 47.28%-31.7pp | 35.62%-20.1pp | 578.59%-563.0pp |
| Employer contribution / active EE | $14,260 | $2,796+410.1% | $1,986+618.2% | $4,876+192.4% |
| Participant deferral / active EE | $11,806 | $3,664+222.3% | $2,958+299.1% | $5,439+117.1% |
| Admin fee / account holder | $7,153 | $7,1550% | $5,134+39.3% | $10,886-34.3% |