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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 | $74,786 | $78,694-5.0% | $67,653+10.5% | $125,388-40.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.86% | 9.46%-7.6pp | 6625.22%-6623.4pp | 282.24%-280.4pp |
| Employer contribution / active EE | $15,000 | $3,044+392.8% | $2,266+562.1% | $4,866+208.3% |
| Participant deferral / active EE | $12,000 | $4,292+179.6% | $3,560+237.1% | $5,352+124.2% |
| Admin fee / account holder | $5,198 | $7,403-29.8% | $4,821+7.8% | $9,541-45.5% |