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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 | $51,364 | $72,071-28.7% | $68,368-24.9% | $137,256-62.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.21% | 353.14%-336.9pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,392 | $2,788+57.6% | $2,649+65.8% | $4,156+5.7% |
| Participant deferral / active EE | $8,398 | $4,410+90.4% | $4,123+103.7% | $6,407+31.1% |
| Admin fee / account holder | $14,205 | $5,336+166.2% | $5,150+175.8% | $12,270+15.8% |