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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 | $64,730 | $183,592-64.7% | $155,567-58.4% | $145,959-55.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $8,302 | $5,315+56.2% | $4,674+77.6% | $4,661+78.1% |
| Participant deferral / active EE | $11,747 | $6,464+81.7% | $5,628+108.7% | $6,689+75.6% |
| Admin fee / account holder | $2,903 | $19,318-85.0% | $15,916-81.8% | $13,398-78.3% |