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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 | $64,070 | $99,652-35.7% | $78,778-18.7% | $147,585-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.45% | 47.28%-27.8pp | 35.62%-16.2pp | 578.58%-559.1pp |
| Employer contribution / active EE | $9,713 | $2,796+247.4% | $1,986+389.2% | $4,876+99.2% |
| Participant deferral / active EE | $3,966 | $3,664+8.3% | $2,958+34.1% | $5,439-27.1% |
| Admin fee / account holder | $469 | $7,155-93.5% | $5,134-90.9% | $10,886-95.7% |