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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 | $102,696-35.9% | $86,235-23.7% | $139,487-52.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.88% | 1925.91%-1908.0pp | 1170.03%-1152.2pp | 373.84%-356.0pp |
| Employer contribution / active EE | $13,197 | $3,034+335.0% | $2,381+454.3% | $4,755+177.6% |
| Participant deferral / active EE | $4,956 | $4,679+5.9% | $3,987+24.3% | $6,713-26.2% |
| Admin fee / account holder | $5,424 | $8,667-37.4% | $6,856-20.9% | $11,407-52.5% |