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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 | $62,555 | $217,432-71.2% | $185,849-66.3% | $167,536-62.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.49% | 148.42%-134.9pp | 122.10%-108.6pp | 478.82%-465.3pp |
| Employer contribution / active EE | $16,983 | $5,875+189.1% | $5,169+228.6% | $4,839+251.0% |
| Participant deferral / active EE | $10,658 | $6,357+67.6% | $5,569+91.4% | $6,342+68.0% |
| Admin fee / account holder | $3,810 | $19,818-80.8% | $16,244-76.5% | $12,315-69.1% |