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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 | $73,720 | $129,476-43.1% | $93,515-21.2% | $158,982-53.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 16.44% | 118.56%-102.1pp | 78.21%-61.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $17,795 | $2,717+555.0% | $2,077+756.6% | $4,763+273.6% |
| Participant deferral / active EE | $10,258 | $3,916+162.0% | $3,129+227.9% | $5,983+71.4% |
| Admin fee / account holder | $7,847 | $7,396+6.1% | $5,235+49.9% | $11,252-30.3% |