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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 | $63,899 | $112,933-43.4% | $90,970-29.8% | $158,982-59.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.50% | 215.82%-205.3pp | 134.60%-124.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $6,137 | $2,893+112.1% | $2,122+189.2% | $4,763+28.9% |
| Participant deferral / active EE | $4,858 | $4,128+17.7% | $3,373+44.0% | $5,983-18.8% |
| Admin fee / account holder | $2,712 | $8,047-66.3% | $5,961-54.5% | $11,252-75.9% |