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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 | $100,043 | $165,912-39.7% | $122,342-18.2% | $147,585-32.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.22% | 34.55%-23.3pp | 30.28%-19.1pp | 578.57%-567.4pp |
| Employer contribution / active EE | $12,424 | $5,754+115.9% | $4,051+206.7% | $4,876+154.8% |
| Participant deferral / active EE | $13,869 | $4,005+246.2% | $3,287+321.9% | $5,439+155.0% |
| Admin fee / account holder | $89,648 | $7,424+1107.6% | $5,478+1536.4% | $10,885+723.6% |