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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 | $49,315 | $217,432-77.3% | $185,849-73.5% | $167,536-70.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.41% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $11,487 | $5,875+95.5% | $5,169+122.2% | $4,839+137.4% |
| Participant deferral / active EE | $6,745 | $6,357+6.1% | $5,569+21.1% | $6,342+6.4% |
| Admin fee / account holder | $3,494 | $19,818-82.4% | $16,244-78.5% | $12,315-71.6% |