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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 | $64,024 | $99,652-35.8% | $78,778-18.7% | $147,585-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.76% | 47.28%-30.5pp | 35.62%-18.9pp | 578.57%-561.8pp |
| Employer contribution / active EE | $4,035 | $2,796+44.3% | $1,986+103.2% | $4,876-17.2% |
| Participant deferral / active EE | $4,990 | $3,664+36.2% | $2,958+68.7% | $5,439-8.2% |
| Admin fee / account holder | $650 | $7,155-90.9% | $5,134-87.3% | $10,885-94.0% |