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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 | $48,816 | $144,124-66.1% | $117,857-58.6% | $147,585-66.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.47% | 531.17%-519.7pp | 335.09%-323.6pp | 578.57%-567.1pp |
| Employer contribution / active EE | $3,508 | $4,897-28.4% | $3,786-7.4% | $4,876-28.1% |
| Participant deferral / active EE | $6,203 | $5,316+16.7% | $4,482+38.4% | $5,439+14.1% |
| Admin fee / account holder | $16,314 | $10,886+49.9% | $8,020+103.4% | $10,885+49.9% |