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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 | $56,121 | $99,652-43.7% | $78,778-28.8% | $147,586-62.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.71% | 47.28%-35.6pp | 35.62%-23.9pp | 578.59%-566.9pp |
| Employer contribution / active EE | $6,188 | $2,796+121.4% | $1,986+211.7% | $4,876+26.9% |
| Participant deferral / active EE | $5,314 | $3,664+45.0% | $2,958+79.6% | $5,439-2.3% |
| Admin fee / account holder | $9,216 | $7,155+28.8% | $5,134+79.5% | $10,886-15.3% |