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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 | $64,225 | $109,411-41.3% | $89,435-28.2% | $158,982-59.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.09% | 345.68%-333.6pp | 245.55%-233.5pp | 302.99%-290.9pp |
| Employer contribution / active EE | $6,272 | $3,173+97.7% | $2,587+142.4% | $4,763+31.7% |
| Participant deferral / active EE | $11,244 | $4,600+144.5% | $3,890+189.0% | $5,983+87.9% |
| Admin fee / account holder | $6,992 | $6,159+13.5% | $4,884+43.1% | $11,252-37.9% |