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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 | $44,369 | $165,912-73.3% | $122,342-63.7% | $147,585-69.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.82% | 34.55%-16.7pp | 30.28%-12.5pp | 578.57%-560.8pp |
| Employer contribution / active EE | $6,510 | $5,754+13.1% | $4,051+60.7% | $4,876+33.5% |
| Participant deferral / active EE | $6,510 | $4,005+62.5% | $3,287+98.0% | $5,439+19.7% |
| Admin fee / account holder | $9,702 | $7,424+30.7% | $5,478+77.1% | $10,885-10.9% |