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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 | $88,975 | $105,856-15.9% | $90,161-1.3% | $147,586-39.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.50% | 37.63%-25.1pp | 34.89%-22.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $12,684 | $4,126+207.4% | $3,318+282.3% | $4,876+160.1% |
| Participant deferral / active EE | $5,205 | $5,733-9.2% | $5,287-1.6% | $5,439-4.3% |
| Admin fee / account holder | $562 | $8,046-93.0% | $5,943-90.5% | $10,886-94.8% |