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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 | $51,495 | $90,530-43.1% | $76,030-32.3% | $145,897-64.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.74% | 625.08%-615.3pp | 361.54%-351.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,986 | $3,319+50.2% | $2,688+85.5% | $4,663+6.9% |
| Participant deferral / active EE | $3,271 | $5,164-36.7% | $4,257-23.2% | $6,689-51.1% |
| Admin fee / account holder | $20,744 | $8,383+147.4% | $6,421+223.1% | $13,390+54.9% |