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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 | $55,397 | $111,830-50.5% | $93,696-40.9% | $145,884-62.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.25% | 204.08%-189.8pp | 133.74%-119.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $5,391 | $3,093+74.3% | $2,422+122.6% | $4,662+15.6% |
| Participant deferral / active EE | $6,868 | $4,920+39.6% | $4,417+55.5% | $6,690+2.7% |
| Admin fee / account holder | $311 | $10,249-97.0% | $8,287-96.2% | $13,392-97.7% |