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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 | $69,543 | $107,368-35.2% | $92,915-25.2% | $152,909-54.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.38% | 145.64%-131.3pp | 109.45%-95.1pp | 345.46%-331.1pp |
| Employer contribution / active EE | $11,422 | $4,222+170.5% | $3,653+212.6% | $4,764+139.8% |
| Participant deferral / active EE | $3,176 | $4,848-34.5% | $4,238-25.1% | $5,851-45.7% |
| Admin fee / account holder | $2,060 | $7,082-70.9% | $5,796-64.5% | $11,601-82.2% |