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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 | $63,658 | $112,935-43.6% | $90,970-30.0% | $158,966-60.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.81% | 215.79%-196.0pp | 134.58%-114.8pp | 302.95%-283.1pp |
| Employer contribution / active EE | $11,748 | $2,895+305.9% | $2,122+453.5% | $4,762+146.7% |
| Participant deferral / active EE | $8,611 | $4,129+108.6% | $3,373+155.3% | $5,983+43.9% |
| Admin fee / account holder | $2,455 | $8,045-69.5% | $5,960-58.8% | $11,250-78.2% |