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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 | $50,388 | $110,039-54.2% | $97,260-48.2% | $145,884-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 244.44%-230.4pp | 75.54%-61.5pp | 551.85%-537.8pp |
| Employer contribution / active EE | $5,571 | $3,074+81.2% | $2,721+104.7% | $4,662+19.5% |
| Participant deferral / active EE | $10,806 | $4,674+131.2% | $4,262+153.6% | $6,690+61.5% |
| Admin fee / account holder | $1,092 | $6,204-82.4% | $5,640-80.6% | $13,392-91.8% |