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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 | $58,812 | $69,248-15.1% | $64,101-8.3% | $139,466-57.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.92% | 45.95%-32.0pp | 33.72%-19.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,730 | $3,185-14.3% | $2,749-0.7% | $4,754-42.6% |
| Participant deferral / active EE | $25,000 | $4,682+433.9% | $3,881+544.2% | $6,712+272.5% |
| Admin fee / account holder | $55,730 | $4,247+1212.1% | $3,070+1715.1% | $11,409+388.5% |