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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 | $55,422 | $102,595-46.0% | $94,057-41.1% | $154,746-64.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.09% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $9,441 | $3,147+200.0% | $2,933+221.9% | $4,379+115.6% |
| Participant deferral / active EE | $15,954 | $5,118+211.7% | $4,709+238.8% | $6,730+137.1% |
| Admin fee / account holder | $3,247 | $7,736-58.0% | $7,244-55.2% | $14,365-77.4% |