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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 | $96,228 | $111,878-14.0% | $93,727+2.7% | $145,897-34.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.11% | 204.28%-188.2pp | 133.83%-117.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $19,969 | $3,092+545.8% | $2,421+724.7% | $4,663+328.3% |
| Participant deferral / active EE | $13,124 | $4,920+166.7% | $4,417+197.1% | $6,689+96.2% |
| Admin fee / account holder | $3,537 | $10,256-65.5% | $8,292-57.3% | $13,390-73.6% |