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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 | $53,454 | $100,139-46.6% | $85,187-37.3% | $145,884-63.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.4pp |
| Employer contribution / active EE | $16,487 | $3,238+409.2% | $2,732+503.4% | $4,662+253.6% |
| Participant deferral / active EE | $14,171 | $5,296+167.6% | $4,525+213.2% | $6,690+111.8% |
| Admin fee / account holder | $3,120 | $7,262-57.0% | $6,162-49.4% | $13,392-76.7% |