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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 | $52,967 | $96,388-45.0% | $80,627-34.3% | $139,466-62.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.44% | 1352.08%-1329.6pp | 936.76%-914.3pp | 373.66%-351.2pp |
| Employer contribution / active EE | $10,280 | $3,260+215.4% | $2,723+277.6% | $4,754+116.2% |
| Participant deferral / active EE | $30,714 | $5,224+487.9% | $4,443+591.3% | $6,712+357.6% |
| Admin fee / account holder | $8,190 | $6,603+24.0% | $5,381+52.2% | $11,409-28.2% |