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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 | $55,690 | $111,535-50.1% | $105,223-47.1% | $137,256-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 86.51% | 237.85%-151.3pp | 180.65%-94.1pp | 220.34%-133.8pp |
| Employer contribution / active EE | $13,795 | $3,939+250.2% | $3,689+274.0% | $4,156+231.9% |
| Participant deferral / active EE | $5,367 | $5,500-2.4% | $5,072+5.8% | $6,407-16.2% |
| Admin fee / account holder | $8,460 | $9,721-13.0% | $8,859-4.5% | $12,270-31.1% |