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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 | $86,457 | $117,846-26.6% | $102,434-15.6% | $145,884-40.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.83% | 31.90%-11.1pp | 29.46%-8.6pp | 551.85%-531.0pp |
| Employer contribution / active EE | $13,579 | $3,615+275.7% | $3,023+349.2% | $4,662+191.3% |
| Participant deferral / active EE | $8,720 | $5,733+52.1% | $5,055+72.5% | $6,690+30.4% |
| Admin fee / account holder | $704 | $13,356-94.7% | $9,462-92.6% | $13,392-94.7% |