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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 | $68,958 | $106,918-35.5% | $84,021-17.9% | $152,897-54.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.84% | 105.01%-90.2pp | 71.32%-56.5pp | 345.43%-330.6pp |
| Employer contribution / active EE | $13,440 | $2,735+391.4% | $1,984+577.5% | $4,764+182.2% |
| Participant deferral / active EE | $8,877 | $4,012+121.2% | $3,239+174.0% | $5,851+51.7% |
| Admin fee / account holder | $2,391 | $8,288-71.2% | $6,102-60.8% | $11,599-79.4% |