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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 | $63,407 | $98,240-35.5% | $82,312-23.0% | $147,586-57.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.84% | 30.85%-16.0pp | 25.88%-11.0pp | 578.59%-563.8pp |
| Employer contribution / active EE | $13,038 | $3,192+308.5% | $2,428+436.9% | $4,876+167.4% |
| Participant deferral / active EE | $5,977 | $4,383+36.4% | $3,706+61.3% | $5,439+9.9% |
| Admin fee / account holder | $14,455 | $8,563+68.8% | $5,608+157.8% | $10,886+32.8% |