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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 | $52,251 | $104,953-50.2% | $84,637-38.3% | $152,909-65.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.51% | 373.94%-353.4pp | 258.82%-238.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $5,334 | $3,304+61.5% | $2,653+101.1% | $4,764+12.0% |
| Participant deferral / active EE | $10,241 | $4,691+118.3% | $3,900+162.6% | $5,851+75.0% |
| Admin fee / account holder | $1,404 | $6,244-77.5% | $4,914-71.4% | $11,601-87.9% |