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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 | $46,965 | $103,393-54.6% | $87,103-46.1% | $152,909-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 13.82% | 28.10%-14.3pp | 28.19%-14.4pp | 345.46%-331.6pp |
| Employer contribution / active EE | $17,312 | $3,221+437.5% | $2,521+586.6% | $4,764+263.4% |
| Participant deferral / active EE | $9,108 | $4,778+90.6% | $4,049+125.0% | $5,851+55.7% |
| Admin fee / account holder | $61,520 | $12,195+404.5% | $7,491+721.2% | $11,601+430.3% |