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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 | $53,200 | $175,259-69.6% | $149,723-64.5% | $139,487-61.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 166.82%-151.3pp | 134.50%-119.0pp | 373.84%-358.3pp |
| Employer contribution / active EE | $31,556 | $5,478+476.0% | $4,821+554.5% | $4,755+563.7% |
| Participant deferral / active EE | $15,477 | $6,522+137.3% | $5,682+172.4% | $6,713+130.6% |
| Admin fee / account holder | $9,750 | $16,158-39.7% | $13,215-26.2% | $11,407-14.5% |