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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 | $64,678 | $115,814-44.2% | $101,275-36.1% | $158,982-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.54% | 56.16%-48.6pp | 46.48%-38.9pp | 302.99%-295.5pp |
| Employer contribution / active EE | $10,522 | $4,176+152.0% | $3,660+187.5% | $4,763+120.9% |
| Participant deferral / active EE | $6,714 | $4,958+35.4% | $4,371+53.6% | $5,983+12.2% |
| Admin fee / account holder | $1,330 | $7,249-81.6% | $5,948-77.6% | $11,252-88.2% |