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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 | $54,335 | $115,814-53.1% | $101,275-46.3% | $158,982-65.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.00% | 56.16%-45.2pp | 46.48%-35.5pp | 302.99%-292.0pp |
| Employer contribution / active EE | $7,967 | $4,176+90.8% | $3,660+117.7% | $4,763+67.3% |
| Participant deferral / active EE | $10,060 | $4,958+102.9% | $4,371+130.2% | $5,983+68.1% |
| Admin fee / account holder | $5,538 | $7,249-23.6% | $5,948-6.9% | $11,252-50.8% |