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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 | $29,709 | $183,539-83.8% | $155,556-80.9% | $145,897-79.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,014 | $5,315-43.3% | $4,675-35.5% | $4,663-35.4% |
| Participant deferral / active EE | $12,860 | $6,467+98.9% | $5,631+128.4% | $6,689+92.2% |
| Admin fee / account holder | $78,788 | $19,275+308.8% | $15,885+396.0% | $13,390+488.4% |