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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 | $66,517 | $232,540-71.4% | $185,117-64.1% | $147,586-54.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.83% | 43.03%-30.2pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $14,856 | $5,195+186.0% | $4,182+255.3% | $4,876+204.7% |
| Participant deferral / active EE | $9,343 | $5,834+60.2% | $5,045+85.2% | $5,439+71.8% |
| Admin fee / account holder | $538 | $10,275-94.8% | $8,159-93.4% | $10,886-95.1% |