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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 | $51,006 | $125,778-59.4% | $114,563-55.5% | $154,746-67.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 11.19% | 295.14%-284.0pp | 241.09%-229.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,984 | $2,806+42.0% | $2,592+53.7% | $4,379-9.0% |
| Participant deferral / active EE | $7,994 | $4,445+79.9% | $4,142+93.0% | $6,730+18.8% |
| Admin fee / account holder | $54,878 | $8,190+570.0% | $7,623+619.9% | $14,365+282.0% |