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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 | $53,375 | $88,815-39.9% | $81,882-34.8% | $145,897-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.44% | 1033.75%-1021.3pp | 779.47%-767.0pp | 552.29%-539.9pp |
| Employer contribution / active EE | $7,185 | $3,086+132.8% | $2,916+146.4% | $4,663+54.1% |
| Participant deferral / active EE | $6,123 | $4,647+31.8% | $4,323+41.6% | $6,689-8.5% |
| Admin fee / account holder | $5,217 | $8,434-38.1% | $7,360-29.1% | $13,390-61.0% |