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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 | $58,877 | $81,696-27.9% | $70,494-16.5% | $158,982-63.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.89% | 208.70%-196.8pp | 109.16%-97.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $3,625 | $3,220+12.6% | $2,738+32.4% | $4,763-23.9% |
| Participant deferral / active EE | $2,570 | $4,558-43.6% | $3,711-30.7% | $5,983-57.0% |
| Admin fee / account holder | $34,785 | $6,200+461.1% | $3,848+804.0% | $11,252+209.2% |