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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 | $58,021 | $70,121-17.3% | $63,803-9.1% | $138,895-58.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.65% | 946.48%-932.8pp | 543.72%-530.1pp | 145.39%-131.7pp |
| Employer contribution / active EE | $4,971 | $2,882+72.5% | $2,532+96.3% | $4,194+18.5% |
| Participant deferral / active EE | $7,987 | $4,535+76.1% | $3,843+107.8% | $6,396+24.9% |
| Admin fee / account holder | $10,909 | $6,738+61.9% | $5,196+109.9% | $12,562-13.2% |