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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 | $67,560 | $69,252-2.4% | $64,099+5.4% | $139,456-51.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.67% | 45.89%-30.2pp | 33.70%-18.0pp | 373.45%-357.8pp |
| Employer contribution / active EE | $6,082 | $3,184+91.0% | $2,748+121.3% | $4,753+28.0% |
| Participant deferral / active EE | $13,099 | $4,683+179.7% | $3,881+237.5% | $6,711+95.2% |
| Admin fee / account holder | $23,580 | $4,248+455.1% | $3,070+668.0% | $11,407+106.7% |