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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 | $95,268 | $124,346-23.4% | $111,306-14.4% | $167,553-43.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.64% | 37.46%-24.8pp | 54.67%-42.0pp | 478.89%-466.3pp |
| Employer contribution / active EE | $13,002 | $3,438+278.2% | $2,732+375.9% | $4,840+168.6% |
| Participant deferral / active EE | $18,664 | $5,182+260.2% | $4,488+315.9% | $6,343+194.3% |
| Admin fee / account holder | $66,319 | $10,623+524.3% | $7,966+732.6% | $12,316+438.5% |