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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 | $24,845 | $162,529-84.7% | $130,788-81.0% | $154,746-83.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.67% | 510.48%-500.8pp | 386.44%-376.8pp | 172.34%-162.7pp |
| Employer contribution / active EE | $5,062 | $4,447+13.8% | $3,558+42.3% | $4,379+15.6% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,500 | $7,669+89.1% | $6,673+117.3% | $14,365+0.9% |