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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 | $56,949 | $202,440-71.9% | $169,390-66.4% | $139,466-59.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.20% | 532.36%-513.2pp | 406.07%-386.9pp | 373.66%-354.5pp |
| Employer contribution / active EE | $12,946 | $4,693+175.9% | $4,013+222.6% | $4,754+172.3% |
| Participant deferral / active EE | $10,160 | $6,940+46.4% | $6,222+63.3% | $6,712+51.4% |
| Admin fee / account holder | $1,542 | $10,722-85.6% | $9,015-82.9% | $11,409-86.5% |