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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 | $65,827 | $102,635-35.9% | $86,209-23.6% | $139,456-52.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.88% | 1923.53%-1905.6pp | 1169.05%-1151.2pp | 373.45%-355.6pp |
| Employer contribution / active EE | $13,197 | $3,034+335.0% | $2,381+454.2% | $4,753+177.7% |
| Participant deferral / active EE | $4,956 | $4,677+6.0% | $3,986+24.3% | $6,711-26.2% |
| Admin fee / account holder | $5,424 | $8,661-37.4% | $6,853-20.9% | $11,407-52.5% |