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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 | $66,988 | $111,878-40.1% | $93,727-28.5% | $145,897-54.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.15% | 204.28%-187.1pp | 133.83%-116.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,050 | $3,092-1.4% | $2,421+26.0% | $4,663-34.6% |
| Participant deferral / active EE | $8,563 | $4,920+74.0% | $4,417+93.9% | $6,689+28.0% |
| Admin fee / account holder | $2,248 | $10,256-78.1% | $8,292-72.9% | $13,390-83.2% |