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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 | $50,106 | $107,363-53.3% | $92,909-46.1% | $152,897-67.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.26% | 145.63%-132.4pp | 109.44%-96.2pp | 345.43%-332.2pp |
| Employer contribution / active EE | $8,305 | $4,222+96.7% | $3,653+127.3% | $4,764+74.4% |
| Participant deferral / active EE | $6,289 | $4,848+29.7% | $4,238+48.4% | $5,851+7.5% |
| Admin fee / account holder | $5,714 | $7,082-19.3% | $5,795-1.4% | $11,599-50.7% |