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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 | $50,727 | $232,540-78.2% | $185,117-72.6% | $147,586-65.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.64% | 43.03%-31.4pp | 40.50%-28.9pp | 578.59%-567.0pp |
| Employer contribution / active EE | $10,867 | $5,195+109.2% | $4,182+159.9% | $4,876+122.9% |
| Participant deferral / active EE | $9,600 | $5,834+64.6% | $5,045+90.3% | $5,439+76.5% |
| Admin fee / account holder | $560 | $10,275-94.5% | $8,159-93.1% | $10,886-94.9% |