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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 | $75,145 | $111,785-32.8% | $93,669-19.8% | $145,877-48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.18% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $11,068 | $3,096+257.5% | $2,424+356.7% | $4,663+137.4% |
| Participant deferral / active EE | $4,792 | $4,919-2.6% | $4,416+8.5% | $6,691-28.4% |
| Admin fee / account holder | $10,919 | $10,256+6.5% | $8,291+31.7% | $13,402-18.5% |