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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 | $77,843 | $232,540-66.5% | $185,117-57.9% | $147,586-47.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.61% | 43.03%-27.4pp | 40.50%-24.9pp | 578.59%-563.0pp |
| Employer contribution / active EE | $23,108 | $5,195+344.8% | $4,182+452.6% | $4,876+373.9% |
| Participant deferral / active EE | $11,302 | $5,834+93.7% | $5,045+124.0% | $5,439+107.8% |
| Admin fee / account holder | $1,683 | $10,275-83.6% | $8,159-79.4% | $10,886-84.5% |