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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 | $54,992 | $100,073-45.0% | $85,126-35.4% | $145,877-62.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 84.11%-73.4pp | 66.63%-55.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,887 | $3,236+20.1% | $2,731+42.3% | $4,663-16.6% |
| Participant deferral / active EE | $9,774 | $5,294+84.6% | $4,523+116.1% | $6,691+46.1% |
| Admin fee / account holder | $8,603 | $7,261+18.5% | $6,160+39.6% | $13,402-35.8% |