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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 | $62,356 | $96,678-35.5% | $86,640-28.0% | $139,466-55.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.96% | 106.69%-79.7pp | 592.52%-565.6pp | 373.66%-346.7pp |
| Employer contribution / active EE | $2,625 | $3,265-19.6% | $3,024-13.2% | $4,754-44.8% |
| Participant deferral / active EE | $5,583 | $4,837+15.4% | $4,438+25.8% | $6,712-16.8% |
| Admin fee / account holder | $21,024 | $6,410+228.0% | $5,616+274.4% | $11,409+84.3% |