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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 | $75,693 | $111,830-32.3% | $93,696-19.2% | $145,884-48.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.95% | 204.08%-188.1pp | 133.74%-117.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $12,588 | $3,093+307.0% | $2,422+419.7% | $4,662+170.0% |
| Participant deferral / active EE | $7,058 | $4,920+43.5% | $4,417+59.8% | $6,690+5.5% |
| Admin fee / account holder | $328 | $10,249-96.8% | $8,287-96.0% | $13,392-97.5% |