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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 | $65,231 | $99,652-34.5% | $78,778-17.2% | $147,586-55.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.20% | 47.28%-34.1pp | 35.62%-22.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $8,522 | $2,796+204.8% | $1,986+329.2% | $4,876+74.8% |
| Participant deferral / active EE | $6,216 | $3,664+69.7% | $2,958+110.1% | $5,439+14.3% |
| Admin fee / account holder | $521 | $7,155-92.7% | $5,134-89.9% | $10,886-95.2% |