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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 | $48,017 | $144,130-66.7% | $117,861-59.3% | $147,586-67.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.44% | 531.20%-520.8pp | 335.11%-324.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $3,850 | $4,897-21.4% | $3,786+1.7% | $4,876-21.1% |
| Participant deferral / active EE | $10,556 | $5,316+98.6% | $4,482+135.5% | $5,439+94.1% |
| Admin fee / account holder | $6,019 | $10,887-44.7% | $8,021-25.0% | $10,886-44.7% |