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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 | $59,082 | $176,402-66.5% | $134,162-56.0% | $158,982-62.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.96% | 63.66%-58.7pp | 36.35%-31.4pp | 302.99%-298.0pp |
| Employer contribution / active EE | $10,672 | $5,042+111.7% | $3,705+188.0% | $4,763+124.1% |
| Participant deferral / active EE | $9,750 | $4,093+138.2% | $3,500+178.6% | $5,983+62.9% |
| Admin fee / account holder | $48,563 | $8,719+457.0% | $6,685+626.4% | $11,252+331.6% |