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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 | $50,051 | $176,105-71.6% | $159,474-68.6% | $167,536-70.1% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.99% | 331.91%-314.9pp | 263.68%-246.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $13,317 | $5,299+151.3% | $4,831+175.7% | $4,839+175.2% |
| Participant deferral / active EE | $10,403 | $7,751+34.2% | $7,353+41.5% | $6,342+64.0% |
| Admin fee / account holder | $3,318 | $12,559-73.6% | $10,802-69.3% | $12,315-73.1% |