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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 | $54,713 | $107,353-49.0% | $92,903-41.1% | $152,885-64.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.00% | 145.62%-125.6pp | 109.43%-89.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $10,858 | $4,222+157.2% | $3,653+197.2% | $4,763+128.0% |
| Participant deferral / active EE | $11,036 | $4,848+127.7% | $4,238+160.4% | $5,851+88.6% |
| Admin fee / account holder | $6,709 | $7,081-5.3% | $5,795+15.8% | $11,598-42.2% |