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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 | $51,237 | $149,040-65.6% | $120,225-57.4% | $137,256-62.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.80% | 605.68%-591.9pp | 439.23%-425.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $952 | $4,350-78.1% | $3,475-72.6% | $4,156-77.1% |
| Participant deferral / active EE | $1,097 | $4,655-76.4% | $3,999-72.6% | $6,407-82.9% |
| Admin fee / account holder | $11,241 | $6,348+77.1% | $5,696+97.3% | $12,270-8.4% |