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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 | $64,437 | $105,856-39.1% | $90,161-28.5% | $147,586-56.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.09% | 37.63%-25.5pp | 34.89%-22.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $7,393 | $4,126+79.2% | $3,318+122.8% | $4,876+51.6% |
| Participant deferral / active EE | $18,657 | $5,733+225.5% | $5,287+252.9% | $5,439+243.0% |
| Admin fee / account holder | $21,367 | $8,046+165.6% | $5,943+259.5% | $10,886+96.3% |