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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 | $53,422 | $149,040-64.2% | $120,225-55.6% | $137,256-61.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.11% | 605.68%-592.6pp | 439.23%-426.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $132 | $4,350-97.0% | $3,475-96.2% | $4,156-96.8% |
| Participant deferral / active EE | $2,550 | $4,655-45.2% | $3,999-36.2% | $6,407-60.2% |
| Admin fee / account holder | $7,065 | $6,348+11.3% | $5,696+24.0% | $12,270-42.4% |