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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 | $64,382 | $65,555-1.8% | $86,216-25.3% | $75,173-14.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.95% | 46.07%-31.1pp | 1169.42%-1154.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $11,511 | $1,553+641.0% | $2,382+383.3% | $2,671+331.0% |
| Participant deferral / active EE | $4,542 | $3,023+50.2% | $3,986+13.9% | $4,126+10.1% |
| Admin fee / account holder | $7,420 | $5,469+35.7% | $6,853+8.3% | $5,651+31.3% |