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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 | $59,387 | $115,814-48.7% | $101,275-41.4% | $158,982-62.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.48% | 56.16%-44.7pp | 46.48%-35.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $21,904 | $4,176+424.6% | $3,660+498.5% | $4,763+359.9% |
| Participant deferral / active EE | $5,200 | $4,958+4.9% | $4,371+19.0% | $5,983-13.1% |
| Admin fee / account holder | $11,136 | $7,249+53.6% | $5,948+87.2% | $11,252-1.0% |