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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 | $81,385 | $90,614-10.2% | $76,089+7.0% | $145,877-44.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.06% | 623.80%-609.7pp | 360.94%-346.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $884 | $3,324-73.4% | $2,690-67.1% | $4,663-81.0% |
| Participant deferral / active EE | $4,814 | $5,168-6.8% | $4,259+13.0% | $6,691-28.0% |
| Admin fee / account holder | $16,661 | $8,376+98.9% | $6,418+159.6% | $13,402+24.3% |