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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 | $61,171 | $111,830-45.3% | $93,696-34.7% | $145,884-58.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.94% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $15,749 | $3,093+409.2% | $2,422+550.3% | $4,662+237.8% |
| Participant deferral / active EE | $14,950 | $4,920+203.9% | $4,417+238.5% | $6,690+123.5% |
| Admin fee / account holder | $323 | $10,249-96.9% | $8,287-96.1% | $13,392-97.6% |