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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 | $75,530 | $150,346-49.8% | $120,524-37.3% | $145,877-48.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.93% | 154.40%-145.5pp | 107.36%-98.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $10,095 | $4,353+131.9% | $3,469+191.0% | $4,663+116.5% |
| Participant deferral / active EE | $12,230 | $6,172+98.1% | $4,994+144.9% | $6,691+82.8% |
| Admin fee / account holder | $1,044 | $12,215-91.5% | $9,440-88.9% | $13,402-92.2% |