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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 | $54,409 | $183,539-70.4% | $155,556-65.0% | $145,897-62.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $11,321 | $5,315+113.0% | $4,675+142.1% | $4,663+142.8% |
| Participant deferral / active EE | $4,168 | $6,467-35.6% | $5,631-26.0% | $6,689-37.7% |
| Admin fee / account holder | $5,865 | $19,275-69.6% | $15,885-63.1% | $13,390-56.2% |