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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 | $82,570 | $111,830-26.2% | $93,696-11.9% | $145,884-43.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.04% | 204.08%-194.0pp | 133.74%-123.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $9,571 | $3,093+209.4% | $2,422+295.2% | $4,662+105.3% |
| Participant deferral / active EE | $7,346 | $4,920+49.3% | $4,417+66.3% | $6,690+9.8% |
| Admin fee / account holder | $1,947 | $10,249-81.0% | $8,287-76.5% | $13,392-85.5% |