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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 | $59,736 | $150,412-60.3% | $120,574-50.5% | $145,884-59.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.62% | 154.50%-132.9pp | 107.42%-85.8pp | 551.85%-530.2pp |
| Employer contribution / active EE | $5,236 | $4,355+20.2% | $3,471+50.9% | $4,662+12.3% |
| Participant deferral / active EE | $11,581 | $6,175+87.5% | $4,996+131.8% | $6,690+73.1% |
| Admin fee / account holder | $3,747 | $12,224-69.4% | $9,445-60.3% | $13,392-72.0% |