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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 | $81,475 | $150,346-45.8% | $120,524-32.4% | $145,877-44.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.23% | 154.40%-138.2pp | 107.36%-91.1pp | 551.28%-535.1pp |
| Employer contribution / active EE | $12,196 | $4,353+180.2% | $3,469+251.6% | $4,663+161.6% |
| Participant deferral / active EE | $8,633 | $6,172+39.9% | $4,994+72.9% | $6,691+29.0% |
| Admin fee / account holder | $1,281 | $12,215-89.5% | $9,440-86.4% | $13,402-90.4% |