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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 | $154,754-65.5% | $124,206-57.0% | $138,895-61.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.11% | 709.28%-696.2pp | 515.27%-502.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $132 | $4,446-97.0% | $3,540-96.3% | $4,194-96.9% |
| Participant deferral / active EE | $2,550 | $4,621-44.8% | $3,968-35.7% | $6,396-60.1% |
| Admin fee / account holder | $7,065 | $6,690+5.6% | $5,929+19.2% | $12,562-43.8% |