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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 | $82,868 | $100,073-17.2% | $85,126-2.7% | $145,877-43.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.89% | 84.11%-74.2pp | 66.63%-56.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $6,900 | $3,236+113.2% | $2,731+152.6% | $4,663+48.0% |
| Participant deferral / active EE | $30,000 | $5,294+466.7% | $4,523+563.2% | $6,691+348.4% |
| Admin fee / account holder | $1,011 | $7,261-86.1% | $6,160-83.6% | $13,402-92.5% |