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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 | $63,916 | $99,652-35.9% | $78,778-18.9% | $147,586-56.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.68% | 47.28%-29.6pp | 35.62%-17.9pp | 578.59%-560.9pp |
| Employer contribution / active EE | $8,591 | $2,796+207.3% | $1,986+332.6% | $4,876+76.2% |
| Participant deferral / active EE | $5,721 | $3,664+56.2% | $2,958+93.4% | $5,439+5.2% |
| Admin fee / account holder | $1,204 | $7,155-83.2% | $5,134-76.5% | $10,886-88.9% |