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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 | $52,285 | $112,131-53.4% | $95,964-45.5% | $158,982-67.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.44% | 171.19%-152.7pp | 91.64%-73.2pp | 302.99%-284.6pp |
| Employer contribution / active EE | $7,556 | $3,199+136.2% | $2,541+197.3% | $4,763+58.6% |
| Participant deferral / active EE | $7,608 | $4,784+59.0% | $4,167+82.6% | $5,983+27.1% |
| Admin fee / account holder | $7,543 | $10,136-25.6% | $6,797+11.0% | $11,252-33.0% |