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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 | $50,723 | $69,274-26.8% | $64,097-20.9% | $139,487-63.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.18% | 46.00%-21.8pp | 33.75%-9.6pp | 373.84%-349.7pp |
| Employer contribution / active EE | $8,469 | $3,187+165.7% | $2,750+208.0% | $4,755+78.1% |
| Participant deferral / active EE | $13,911 | $4,685+196.9% | $3,881+258.4% | $6,713+107.2% |
| Admin fee / account holder | $8,398 | $4,247+97.8% | $3,070+173.6% | $11,407-26.4% |