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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 | $48,967 | $72,071-32.1% | $68,368-28.4% | $137,256-64.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.45% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,074 | $2,788+117.8% | $2,649+129.3% | $4,156+46.1% |
| Participant deferral / active EE | $11,429 | $4,410+159.2% | $4,123+177.2% | $6,407+78.4% |
| Admin fee / account holder | $1,894 | $5,336-64.5% | $5,150-63.2% | $12,270-84.6% |