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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 | $55,429 | $102,663-46.0% | $86,216-35.7% | $139,466-60.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.65% | 1924.52%-1910.9pp | 1169.42%-1155.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $717 | $3,035-76.4% | $2,382-69.9% | $4,754-84.9% |
| Participant deferral / active EE | $7,689 | $4,677+64.4% | $3,986+92.9% | $6,712+14.6% |
| Admin fee / account holder | $10,574 | $8,663+22.1% | $6,853+54.3% | $11,409-7.3% |