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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 | $54,328 | $107,353-49.4% | $92,903-41.5% | $152,885-64.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.82% | 145.62%-124.8pp | 109.43%-88.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $10,868 | $4,222+157.4% | $3,653+197.5% | $4,763+128.2% |
| Participant deferral / active EE | $9,648 | $4,848+99.0% | $4,238+127.7% | $5,851+64.9% |
| Admin fee / account holder | $4,739 | $7,081-33.1% | $5,795-18.2% | $11,598-59.1% |